BenefitsLink Message Boards > 2009 ERISA 403(b) 5500

Full Version: 2009 ERISA 403(b) 5500

BenefitsLink Message Boards > Retirement Plans > 403(b) Plans, Accounts or Annuities

Lori H

Aug 11 2009, 11:28 AM

a calendar year 403(b) has a QNEC rescinded during 2009 plan year. i assume they will have to do full Form 5500.

My question is if they remain deferral only in 2010 and on, will they be exempt from 5500 filing?

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