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Elgin Illinois Form 5500 - Schedule I: What You Should Know
Employers, sponsors, employees, and other entities have a role to play to ensure that the business relationship is legally legitimate. The 5500 instructions explain: A special account at the custodian of a BSA under an individual contributor's plan; Rules relating to transfers from the 529, 403(b), and 457 plans (including the rules relating to qualified tuition plans) to a BSA; and Examples of the consequences of violating these rules.” Apr 27, 2546 BE — Specific to the 5500 Schedule R, this statement is from the DOL: “The following rules apply for an individual who may be entitled to qualified tuition programs (CTP's) through the 529, 403(b), or 457 plans. The rules include information that will help the sponsor assess the eligibility of the 529, 403(b), or 457 plans.
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