Farmer & Betts, Inc.
Retirement Industry Trust Association (RITA)
Retirement Plan Consultants
Loren D. Stark Company
EPIC Retirement Plan Services
Nicholas Pension Consultants
Pension Rights Center
Kentucky Trust Company
Plumbers Local Union No. 1 Benefit Funds
Hochheiser Deutsch & Co, Inc.
RTD Financial Advisors
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|No Form 5500 Filed Since 403(b) Plan's Inception in 2004|
BenefitsLink Message Boards
Mar. 26, 2021
"We took on a client -- the sponsor of a 403(b) plan -- that has never filed a Form 5500. The plan established in 2004. We are filing the late returns under the DFVC program. Because Form 5500-SF is not available for years prior to 2009, is it OK to file Form 5500 from 2004-2008 and Form 5500-SF for 2009-2019? Or should we use the same Form for all open years?"
|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 link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|