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Federal Agencies' Expansion of Form 5500 Rules for 403(b) Plans (PDF)
Prudential Retirement [Guidance Overview] Jan. 19, 2009
Excerpt: This publication discusses the structure of the Form 5500 and the various schedules to help ERISA 403(b) plan sponsors become more familiar with standard Form 5500 filing requirements. We will provide you with additional information regarding the 2009 Form 5500 filing requirements during the upcoming year.... In preparation for the 2009 plan year, sponsors of ERISA 403(b) plans should review the rules in this publication to become familiar with standard Form 5500 rules. Additionally, plan sponsors should begin taking steps to identify a Form 5500 preparation service and if applicable, an independent qualified accountant.
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