Form 5500

[Guest Sieve]

Does the DOL's transitional relief (provided in FAB 2009-2)--that generally permits the Form 5500 to ignore certain pre-2009 contracts--apply only to 2009, or does it carry over to future years' Forms 5500?

[Kevin C]

From FAB 2010-1:

Q-11. Does the annual reporting relief described in FAB 2009-02 extend beyond the 2009 reporting year?

Yes. The Department will not reject annual reports and accompanying audit reports required to be filed for years subsequent to 2009 solely because such reports exclude annuity contracts and custodial accounts meeting the conditions in FAB 2009-02.

http://www.dol.gov/ebsa/regs/fab2010-1.html

[Guest Sieve]

Thanks! I just haven't gotten to 2010 FABs yet (yeah, sure)!