Guest Posted January 31, 2001 Posted January 31, 2001 For those of you that offer a stock brokerage window in your qualified plan, are there any specific 5500 reporting requirements to report either summary or detail balances of each stock held? A stock brokerage window allows participants to pick and choose specific stocks they want held within their qualified plan. I would like to know to what extent the reporting requirments are. Is a one line summary total required or does it get so ugly that individual stock values must be reported?
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now