403(b)-Form 5500 Requirements

A brief article in the April 21, 2009 issue of PlanSponsor.com's e-newsletter, '(b) lines', answers this question from a financial advisor, "Will the Form 5500 audit/opinion letter rules apply to 403(b) plans like 401(k) plans?"   The answer is YES for plans that are subject to ERISA.  See the full article for important information for sponsors of 403(b) plans that will need to start filing a full Form 5500.