FAQ 100: SAR -- how to code the Additional Disclosure section?

Problem: How to code the 5500 checklist for the Additional Disclosure requirements?

Solution: The coding is a little different. Here are the options: If the plan does not qualify for the waiver, nothing needs to be entered in this question. If the plan qualifies for a waiver but has no additional disclosure requirements, answer No. If the plan qualifies for a waiver and has additional disclosure requirements, answer Yes and fill in relevant information.