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2016 Intersector Group Meeting with the IRS and Treasury: Excerpt from Notes on Form 5500 Schedule H/I Line 4L (PDF)
American Academy of Actuaries, Conference of Consulting Actuaries, Society of Actuaries, and ASPPA College of Pension Actuaries Sept. 20, 2016 "These meeting notes are not official statements of the Treasury Department or the IRS and have not been reviewed by their representatives who attended the meeting. The notes merely reflect the Intersector Group's understanding of Treasury Department/IRS representatives' views expressed at the meeting ... Pending review of complete meeting notes, [the Intersector Group is] publishing this excerpt dealing with Form 5500 filings due in October for most calendar-year plans." |
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