RatherBeGolfing Posted September 14, 2021 Share Posted September 14, 2021 Scheduled to be published 9/15. Includes audit waiver eligibility based on account balances rather than eligible participants. https://www.federalregister.gov/public-inspection/2021-19714/annual-information-returnreports Link to comment Share on other sites More sharing options...
Lois Baker Posted September 14, 2021 Share Posted September 14, 2021 Also additional DOL proposed changes for reporting, and for summary annual reports (SAR), with comment request: https://www.federalregister.gov/public-inspection/2021-19713/annual-reporting-and-disclosure And detailed Fact Sheet outlining the changes: https://www.dol.gov/sites/dolgov/files/EBSA/about-ebsa/our-activities/resource-center/fact-sheets/secure-act-and-related-revisions-to-employee-benefit-plan-annual-reporting-on-the-form-5500.pdf Link to comment Share on other sites More sharing options...
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