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Proposed Changes to the Form 5500 (PDF)
Groom Law Group 
[Guidance Overview] July 19, 2016 "The Proposed Revisions make clear that, due to resource an d other constraints, the Agencies are increasingly relying on the Form 5500 as a key component of their enforcement efforts.... The Agencies are seeking more information related to investments.... The Agencies are attempting to harmonize the fee disclosure requirements (Schedule C) with the disclosure regime under ERISA section 408(b)(2) that applies to ERISA pension plans.... The Agencies want more information about health and welfare plans." MORE >> |
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