How to Fill Out Your Schedules SB

ASPPA [American Society of Pension Professionals & Actuaries]

Are you new to filling out Schedule SB? In this introductory session, we will walk through an SB line by line, pausing along the way to share tips and tricks we've learned over the years. And we won't forget about all those attachments!

Learning Objectives:

1. Review the line items of Schedule SB and become familiar with the instructions.
2. Find out when an attachment is needed and what should be on it.
3. Hear from an experienced practitioner about common problems that arise.

More Information, How to Register