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Schedule R


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Please help. Lots of discussion on whether or not we have to continue to file a schedule R for the 2009 plan year. If the plan is otherwise eligible to file the SF form ( small plan, waive audit not required to file scheudle A or D. BUT DID have distributions in the 2009 plan year. We are getting mixed answers from numerous resources. Can you please tell me how you are handling the schedule R for DC plan under 100 lives who did have distributions.? Any input would help...Thank you!

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