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The premier resource in the field of Form 5500 preparation,
5500 Preparer's Manual will help you handle required annual Form 5500 filings for both pension benefit and welfare benefit plans--and more! Written by experts in the field of Form 5500 preparation, the
5500 Preparer's Manual, 2019 Plan Years edition, includes:
- The SECURE Act and its impact on the Form 5500 filing
- Up-to-date, line-by-line explanations, making it easy to prepare forms for filings
- At-a-glance charts and examples covering key requirements, filing summaries, due dates, penalties, and more
- Steps to prepare for and understand a DOL or IRS Audit
- DOL and IRS Internet links throughout for easy reference - Easy-to-understand Practice Pointers and Items to Note throughout!
- Step-by-step instructions for electronic filing, including electronic signatures, transmission, and accessing government software
- Our popular-most current NAIC Codes Listing for accurate Schedule A completion
- EFAST2 edit checks conveniently noted at each applicable line item
The
2019 Plan Years edition has been updated to include guidance on:
- Changes to the 2019 Form 5500 series as well as other forms (including Forms SS-4 and W-12)
- The latest model language issued for summary annual reports and annual funding notice disclosures required of certain plans -
- The impact of the change to the limited scope audit
- Late filings, the DOL's DFVC Program, and the IRS's Permanent Relief for Late Filers of Form 5500-EZ to qualify for full relief of a late filing
- How to qualify for relief from the audit requirements that apply to small pension plans
- And much more!
Note: Online subscriptions are for three-month periods.
