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 Article DKB00035
DATAIR Knowledge Base Article DKB00035
Category: Pension Reporter
Date Added: 1/1/2002 Last Edited: 1/1/2002

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I have done SARs for two different plans and the Lead-in Questionnaire was different for each one of them. Why?
The Lead-In Questionnaire has been modified to reflect the new small plan audit waiver requirements. - If a plan year begins before 4/18/01, the SAR is unchanged from the 2000 year’s format. - If the plan year begins after 4/17/01, and Item 4k on the Sch I is answered Yes, the additional information required by the small plan audit regulations is available for you to provide. - If the plan year begins after 4/17/01, and Item 4k on the Sch I is answered No, the SAR format is unchanged from last year’s format, except that the Auditor’s report is listed under the Additional Information available to participants.

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