Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Corona CA / Rancho Cordova CA)

Nicholas Pension Consultants logo

Quality Assurance Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Retirement Plan Analyst/Administrator

Compensation Strategies Group, Ltd.
(Remote / Beaumont TX)

Compensation Strategies Group, Ltd. logo

Education Consultant

(Remote / Putnam Valley NY)

Pentegra logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

<< Previous news item   |   Next news item >>

No Form 5500 Filed Since 403(b) Plan's Inception in 2004
BenefitsLink Message BoardsLink to more items from this source
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).
© 2022, Inc.