Featured Jobs
|
Regional Vice President, Sales MAP Retirement
|
|
MAP Retirement
|
|
MAP Retirement
|
|
Sentinel Group
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
Retirement Relationship Manager MAP Retirement
|
|
DWC - The 401(k) Experts
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
BPAS
|
|
Pension Investors Corporation
|
|
Pattison Pension
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
|
Text of Proposed Revisions to Form 5500 Annual Information Return/Report Forms
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]; Internal Revenue Service [IRS]; and Pension Benefit Guaranty Corporation [PBGC]
[Official Guidance] July 11, 2016 777 pages. "This document contains proposed changes to the Form 5500 Annual Return/Report forms, including the Form 5500, Annual Return/Report of Employee Benefit Plan ... and the Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan ... The proposed revisions in this Notice reflect efforts of the [DOL], the [IRS], and the [PBGC] ... to improve employee benefit plan reporting for filers, the public, and the Agencies by modernizing financial information filed regarding plans; updating fee and expense information on plan service providers with a focus on harmonizing annual reporting requirements with the [DOL's] final disclosure requirements enhancing mineability of data filed on annual return/reports; requiring reporting by all group health plans covered by Title I of ERISA, including adding a new Schedule J (Group Health Plan Information); and improving compliance under ERISA and the Code through selected new questions regarding plan operations, service provider relationships, and financial management of the plan. These revisions, which are being proposed in conjunction with a recompete of the ERISA Filing and Acceptance System (EFAST2) contract, if adopted, generally would apply for plan years beginning on or after January 1, 2019." MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |