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ARA Letter to EBSA and Treasury Department Requesting Tax Filing and Other Relief Due to Coronavirus Impact (PDF)
American Retirement Association [ARA] 
[Opinion] Mar. 24, 2020 "ARA is particularly interested in the following relief: [1] An automatic extension to October 15 for filing of the Form 5500 series for retirement plans with calendar year plan years ... [2] A 90-day extension to the deadline for correcting a failed ADP or ACP test and a 90-day extension of the period for distributing excess contributions and excess aggregate contributions ... [3] A 120-day extension of the defined benefit plan restatement deadline (currently April 30, 2020). [4] A 90-day extension of the 1099-R e-filing deadline for employers (normally March 31, 2020). [5] Reasonable relief from notices required to be provided to plan participants under Title I of ERISA." MORE >> |
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