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1. The instructions for Schedule A says that if a plan elects PPA-simplified reporting I only have to fill in A, B, C & D and jsut the commissions/fees info in Part I.

Is there some place on the forms that the plan elects this?

2. For 1(e), persons covered by the contract, who is considered "covered"? Is it the number of people who have a position in the contract? Or is it everyone with an account balance, since, if the plan is participant directed, they could, indeed, be in the contract but decide not to.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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