Judy Miller
Jun 30 1999, 02:05 PM
Over the past few months I've seen several individuals mention a DOL information letter from early 1998 clarifying that 403b plans don't need to attach Schedule A to the Form 5500 filing. I haven't found the letter. Can anyone direct me to the letter being referenced?
Ellie Lowder
Jun 30 1999, 03:32 PM
It was an information letter issued on January 12, 1998 to Theresa Lensander, Chair of the 403(B) subcommittee for the American Society of Pension Actuaries.