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Learning How to Count Again: Changes Ahead for Form 5500 Reporting
Belfint Lyons Shuman 
[Guidance Overview] Mar. 29, 2023 "The final rule posted in the Federal Register removes employees of the plan sponsor not actively participating, but eligible to participate.... The rule change would keep around 18,699 defined contribution plans from having to be considered large and which would be required to have the more expanded large plan filing requirements, including a costly audit from being incurred." |
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