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Form 5500 Proposed Updates Indicate DOL Points of Interest
Posted by Bernard Kaplan on Mon, Mar 27, 2017 @ 11:30 AM

The Department of Labor (DOL), Internal Revenue Service and Pension Guarantee Corporation recently released proposed changes to Form 5500. The proposed changes are significant and will require more detailed information in order to demonstrate compliance with the Employee Retirement Income Security Act of 1974 (ERISA). If approved, the revised requirements would affect plan reporting beginning in 2019.

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Topics: retirement plans, IRS, Bernard Kaplan, Department of Labor, DOL, Form 5500, ERISA, Internal Revenue Service, Form 5500-SF

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