Bates & Company, Inc.
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Proposed Form 5500 Package for 2017: Links to Forms, Schedules and Instructions as Submitted for OMB Approval
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] Apr. 14, 2017
"The forms and instructions have been updated to reflect the new form year (2017). As noted in the 'Changes to Note' section on the first page of the instructions, revisions include the removal of IRS-only questions, updates to the Authorized Service Provider Signatures to reflect the ability for service providers to sign electronic filings on the plan sponsor and DFE lines, where applicable, in addition to signing on behalf of plan administrators on the plan administrator line, updates to the administrative penalty amounts, clarifications regarding plan name changes, updates to mortality codes in Schedule MB, and a clarification regarding PBGC insurance coverage." [Editor's note: be sure the "All" checkbox is clicked on the target page, in order to see a table with clickable names of the forms, schedules and instructions.]
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