Required SAR filing?

[Guest Alison Hetrick]

At a recent conference on the changes to the 5500 form for 1999, it was mentioned that the DOL will now require plans to file the complete SAR along with the 5500 series. Does anyone know if this is true?

[Guest Rick Butler]

It is true. In the past the plan sponsor could simply distribute the 5500-R in place of the SAR, but since there is no longer a 5500-r that loophole is closed.