mwyatt Posted January 3, 2005 Posted January 3, 2005 Just got notice from Relius that the 2005 Government Forms is available for download (corresponding to 2004 forms). Haven't yet gotten product key so can't install. Question is whether anyone has taken a look at the 2004 Schedule B yet to determine whether or not we need to show the OBRA '87 Current Liability information anymore, or did this disappear as it basically has no bearing on any of our work (with a few limited exceptions). Oops, just answered my own question. 2004 Schedule B no longer has reference as far as I can see to the OBRA '87 CL. 2004 Schedule B
david rigby Posted January 3, 2005 Posted January 3, 2005 Full set of forms and instructions http://www.dol.gov/ebsa/5500main.html#section1 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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