MBCarey Posted July 14, 2010 Posted July 14, 2010 I use Relius Govt forms and plan characteristic codes are one of items that carries forward from one year to another. But when I looked at the plan codes in the instructions for the Form 5500SF, they do not seem to be the same as they were last year. I know I am "overwhelmed" but I don't remember seeing this anywhere. And, if they did change looks like Relius would have carried them forward correctly. Example 3E indicated a prototype plan in 2008, but in 2009 the insturctions say it is a "one person plan that satisfies coverage". I assume the plans my clients have filed and have been received by the DOL that have the incorrect codes will have to be amended at some point and time.
EBDI Posted July 14, 2010 Posted July 14, 2010 I found that the codes have changed. You need to manually change them.
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