Guest KennyH Posted March 4, 2008 Posted March 4, 2008 I am looking for a copy of the proposed 2008 Form 5500. Is this something that has been published. I would like to know what will be required reporting for a DB plan and how the Sch B differs due to PPA.
david rigby Posted March 4, 2008 Posted March 4, 2008 Peruse here: http://www.dol.gov/ebsa/compliance_assistance.html#section5 For example, 2008 Schedule SB: http://www.dol.gov/ebsa/pdf/2008-5500-Schedule-SB.pdf 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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