Orm 5500 News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Department of Labor, Internal Revenue Service, Pension Benefit Guaranty Corporation issued final rules on employee benefit plan annual reporting requirements effective for plan years beginning on after January 1, 2023. New rules make revisions to Form 5500 and Form 5500-SF.

Before filing 2023 and 2024 Form 5500s for retirement plans employers should know key changes. Summarized in this advisory apply to 2023 reports unless otherwise noted. Revised method for determining 100 participant threshold small enough for simplified report alternatives