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Proposed Overhaul of Form 5500 Slated for 2019 Plan Years (PDF)
Buck 
[Guidance Overview] Aug. 4, 2016 "Many new questions are designed to make fiduciaries evaluate plan compliance with tax and ERISA requirements, as well as to provide the Agencies with improved tools for enforcement.... Particularly in light of the recent IRS curtailment of determination letter requests ... the Agencies may see the Form 5500 as a way to support compliance reviews -- whether performed by the Plan Administrator or the Agencies via audit." MORE >> |
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