5500 Filing Requirement for 403(B) Plans

On July 20, 2009, the U.S. Department of Labor (DOL) published Field Assistance Bulletin No. 2009-02 (FAB 2009-02), http://www.dol.gov/ebsa/regs/fab2009-2.html which provides guidance and transition relief for sponsors of 403(b) plans that will be required to file a more detailed Form 5500 Annual Report beginning with the 2009 plan year. Read more