On July 14, 2008, the U.S. Department of Labor published on its website guidance on complying with the requirements of the 2009 Form 5500 Schedule C in a question and answer format. This additional guidance responds to questions raised after DOL published final amendments to regulations, forms and instructions governing the annual reports filed by plans on Form 5500 in November 2007. In the 40 separate FAQs, DOL addresses a variety of questions, but leaves important issues unanswered. Please see the attached memo for further discussion.

 

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