MBCarey Posted April 5, 2012 Posted April 5, 2012 Do I need to include the plan characteristic Code 3B to indicate that the plan covers self employed. The plan covers "not" just self-employed but others as well. Is it correct to include this code on the 5500. Thanks
ETA Consulting LLC Posted April 5, 2012 Posted April 5, 2012 Sure. If it covered "ONLY" self-employed, then no 5500 would be necessary. Good Luck! CPC, QPA, QKA, TGPC, ERPA
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