Featured Jobs
|
Relationship Manager - Defined Contributions Daybright Financial
|
|
PPS Pension Services
|
|
MAP Retirement
|
|
DWC - The 401(k) Experts
|
|
DWC - The 401(k) Experts
|
|
Frank Pension Consultants, Ltd.
|
|
Defined Contribution Account Manager Nova 401(k) Associates
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Large AND Small 403(b) Plans: Beware of Schedules H and I
Baker & Daniels LLP 
[Guidance Overview] May 23, 2008
Excerpt: Practitioners and financial service companies are all well aware of the new ways in which the Form 5500 rules apply to ERISA-covered 403(b) plans for the 2009 plan year, and many are hard at work trying to put together the pieces. There has been a particular focus on trying to figure out how to fulfill the new reporting rules under Schedules A, C and G. But those are not the only things to worry about. Take a closer look at Schedules H (Financial Information) and I (Financial Information-Small Plans).
|
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |