Lori H Posted April 18, 2006 Posted April 18, 2006 they are not required for 403(b) plans with annuities only, correct?
Ellie Lowder Posted April 24, 2006 Posted April 24, 2006 they are not required for 403(b) plans with annuities only, correct? The Form 5500 for any ERISA 403(b) plan requires very abbreviated reporting and no schedules whatsoever. Instructions to the Form 5500 specifically state that this applies to both 403(b)(1) annuities and 403(b)(7) custodial accounts. Only Part I and Part II, lines 1-5, and 8 are required to be completed.
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