Significant changes proposed to Form 5500

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October 2016

Overview

The DOL, IRS and PBGC have proposed significant revisions to Form 5500. The proposed changes are intended to make the information more useful to plan participants and plan sponsors, and will require additional details on investments and other plan matters. The majority of the proposed revisions are currently targeted for implementation for the 2019 plan year, although certain changes may have an earlier or later effective date. The agencies have extended the date for employers and service providers to provide comments on the proposed changes. That deadline is now December 5, 2016.

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Kelley McLaughlin

US Tax Marketing Leader, PwC US

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