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Guidelines for Multiple Vendor 403(b) Plans: 2009 Form 5500 Aggregation (PDF)
SPARK Institute Link to more items from this source
[Guidance Overview]
Jan. 20, 2010
10 pages. Excerpt: These Guidelines describe certain approaches, expectations, roles and responsibilities of employers, aggregators and vendors in working together to complete the 2009 Form 5500. The intended benefits of these Guidelines include: Facilitating compliance with the new 2009 Form 5500 reporting requirements for ERISA-covered 403(b) plans. Creating a more efficient and cost effective process for employers to complete the 2009 Form 5500. Building consensus among aggregators and vendors to allow more consistent service levels to all employers.

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