On November 1, 2016, the US Department of Labor (DOL) released advance copies of the 2016 Form 5500 and Form 5500-SF annual return/report and their related schedules and instructions. Information copies of the 2016 forms, schedules and instructions are available on the DOL’s website. The advance copies were released for informational purposes only, and may not be used for filing. Official versions of Form 5500 and Form 5500-SF should be posted on the DOL’s website early next year.
DOL Releases Advance Copies of the 2016 Form 5500
By Lisa Loesel on January 10, 2017
Posted In Health and Welfare Plans, Retirement Plans
Tags: Cooperative and Small Employer Charity Pension Flexibility Act, Cooperative and Small Employer Charity plans, CSEC, Delinquent Filer Voluntary Compliance Program, Department of Labor, DFVCP, DOL, Form 5500, Form 5500-SF annual return/report, My PAA, My Plan Administration Account, PBGC, Pension Benefit Guaranty Corporation, Schedule H, Schedule I, Schedule R, Schedule SB
Lisa LoeselLisa Loesel focuses her practice on employee benefits matters, including the design, amendment and administration of pension and 401(k) plans, nonqualified deferred compensation arrangements, and employee stock ownership plans. She counsels privately and publicly held corporations regarding the employee benefits design and transition matters arising from corporate mergers, acquisitions and divestitures. She also advises clients regarding fiduciary and plan investment issues under the Employee Retirement Income Security Act of 1974 (ERISA). Lisa also has experience counseling plan fiduciaries with respect to the claims and appeals procedures under ERISA. Read Lisa Loesel's full bio.
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