Clarification of Form 5500 Reporting for § 403(b) Plans

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Clarification of Form 5500 Reporting for § 403(b) Plans
Deloitte via BenefitsLink.com

[Guidance Overview]
Mar. 17, 2010

Excerpt: As § 403(b) plan administrators and plan auditors prepare to file the 2009 Form 5500 - which, for most plans, will be the initial annual report - the Department of Labor issued new guidance to clarify when certain annuity contracts and custodial accounts can be excluded. Elucidating on the carve-out provided under Field Assistance Bulletin 2009-02, the new guidance makes clear, among other things, that the relief applies to both large and small plans, and applies for 2009 and later reporting years.

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