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Posted

In making disclosures for and reporting on Form 5500's Schedule C, did anything change between the 2015 form and instructions and the 2016 form and instructions?

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

Posted

I'll answer my question.

The "Changes to Note" on pages 1-2 of the 2016 Instructions does not mention a change in Schedule C.

A quick look at the service and compensation codes suggests they remain the same.

The explanation of "Bundled Service Arrangements" remains the same as in the 2015 Instructions.

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

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