Post a Job

Featured Jobs

Senior Retirement Plan Administrator

Daybright Financial
(Remote)

Daybright Financial logo

Enrolled Actuary

DWC (The 401k Experts)
(Remote)

DWC (The 401k Experts) logo

Senior 401k Plan Administrator

FMI Retirement Services
(Remote / Huntington NY)

FMI Retirement Services logo

Director of Benefits

Benesch Friedlander Coplan & Aronoff
(Cleveland OH / Hybrid)

Benesch Friedlander Coplan & Aronoff logo

Pension Administrator

PPS Pension Services
(Remote / Williamsville NY / Hybrid)

PPS Pension Services logo

Retirement Plan Administrator

The Pension Design Group
(Remote / Columbus OH / Hybrid)

The Pension Design Group logo

Senior ERISA Compliance Analyst

Employee Fiduciary LLC
(Remote / Mobile AL)

Employee Fiduciary LLC logo

ERISA Compliance Analyst

Employee Fiduciary LLC
(Remote / Mobile AL)

Employee Fiduciary LLC logo

3(16) Plan Customer Liaison, Enrollments

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Actuary Analyst

ERISA Services Inc.
(Remote)

ERISA Services Inc. logo

Benefits Manager

Hilldrup.com
(Stafford VA / Hybrid)

Hilldrup.com logo

Retirement Plan Sales Consultant

Leading Retirement Solutions
(Remote)

Leading Retirement Solutions logo

Benefits Manager

LucidHealth
(Remote)

LucidHealth logo

View More Employee Benefits Jobs

Free Publications

LinkedIn icon     Twitter icon     Facebook icon

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] Link to more items from this source
[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).