Government regulators, hoping for a clearer picture on the condition of retirement plans, have announced changes to the Form 5500 and its short-form cousin that include estimates of an employer's annual contributions to a plan.
Other changes required by the Employee Benefit Security Administration, IRS and Pension Benefit Guaranty Corp. will require sponsors to document the number of participants at the beginning and end of a plan year.
Advanced copies of the modified forms, and their instructions, are available to plan sponsors on the Department of Labor's website, although they are for informational purposes only at this point and cannot be used to file the annual reports.
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