Featured Jobs
|
Sentinel Group
|
|
Pattison Pension
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
Retirement Relationship Manager MAP Retirement
|
|
MAP Retirement
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
DWC - The 401(k) Experts
|
|
MAP Retirement
|
|
Pension Investors Corporation
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
BPAS
|
|
Regional Vice President, Sales MAP Retirement
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Continuing Ed Material for IRS EP Personnel: Defined Benefit Plans - Schedule SB (Form 5500) and Related Schedules (PDF)
Internal Revenue Service [IRS] 
[Guidance Overview] Feb. 21, 2014 46 pages; dated Winter FY2014. "Documents that assist in the examination of a defined benefit plan are the: [1] Form 5500, Form 5 500-EZ, Form 5500-SF; [2] Schedule SB attachment to the Form 5500; and [3] Actuarial Valuation Report. These documents are used by the examiner in conjunction with personnel records, trust account statements, and other source information in the proper determination of the plan's mini mum funding requirement, deductible contribution, benefits paid and actuarial valuation. This chapter describes potential audit issues that may be detected during the analysis of the Schedule SB (Form 5500)." MORE >> |
| 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). |