Effen Posted August 24, 2009 Posted August 24, 2009 Line 8b. Schedule of Active Participant Data. Check “Yes” only if this is a multiemployer plan covered by Title IV of ERISA that has active participants Finally looking at my first MB for 2008 and it looks like most multi's are now required to provide the age/service chart? Just making sure because they were always exempted from this before. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
Guest Dave Dougherty Posted October 5, 2009 Posted October 5, 2009 Did you find an answer to your question? I was also curious about this.
Effen Posted October 5, 2009 Author Posted October 5, 2009 I spoke to a few others, including some actuaries with the "big boys" and everyone seems to think we need to do them. We have been doing them for our clients. Also, if you are doing the full 5500 for your client, be careful of the Schedule R. LOTS of new attachments that aren't obvious unless you read the instructions. They are asking for an incredible amount of information. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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