Get more! Sign up for PLANSPONSOR newsletters.
Compliance July 14, 2015
IRS Provides Summary of Form 5500 Changes
The Form 5500 filing deadline is July 31 for calendar year-end retirement plans.
Reported by PLANSPONSOR staff
The Internal Revenue Service (IRS) has issued a reminder that the deadline for calendar year-end retirement plans is looming, and has posted on its website a summary of changes to this year’s form.
In December, an advance information copy of the 2014 Form 5500 annual return/report and related instructions gave a heads up about the changes. One welcome change is the elimination of an attachment traditionally required for all plans.
The following forms and schedules have changes from the previous year: Form 5500, Form 5500-SF, and schedules H, SB and MB for Form 5500. Details of the changes are on the IRS website.
You Might Also Like:
(b)lines Ask the Experts – Why Some 403(b)s May Delay Form 5500 Filing
“I am fairly new to the employee benefits field, but was shocked to find that our employer, a private university,...
(b)lines Ask the Experts – Must Form 8955-SSA Be Filed Electronically?
“I have received conflicting information as to whether Form 8955-SSA is required to be filed electronically. Can the Experts clarify?”
(b)lines Ask the Experts – When the Individual Who Signed Form 5500 Retired
“We are starting preparations for our retirement plan’s Form 5500 annual return filing; however, the individual who signs our returns...