Guest Retirement4Life Posted March 11, 2008 Posted March 11, 2008 Just wanted to confirm that expanded 5500 reporting for 403b's will commence with the first report filed for plans years beginning on or after January 1, 2009. This is what I had read, but was getting conflicting information from a few sources. This will mean 403b plans currently required to file a limited 5500 will now have to file a full return much like a similar 401k type plan? I.e. all schedules that could potentially be required and also the audit requirement. Thanks.
BeckyMiller Posted March 11, 2008 Posted March 11, 2008 That is correct, see http://www.dol.gov/ebsa/regs/fedreg/final/20071116.pdf for the final guidance from the DOL.
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