1-B-2 - Schedule SB - Form and Attachments

Speakers at this session review the Schedule SB, paying particular attention to changes to the schedule to accommodate recent regulatory and legislative changes. There is also a review of the many attachments that are required, including those that must be provided for all plans and those that are only required for certain types of plans or plans that have made special elections.

Speakers:

Jessica Kachur

Mercer

Lauren Meyer

Agilis

Mr John Bravo

WTW

Mr. Baron A. James

Mercer

Mr. Gregory K. Davis

Internal Revenue Service

Credits:

CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50