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Thursday, December 18, 2014

Advance Copies of 2014 Form 5500 Available

Advance informational copies of the 2014 Form 5500 annual return/report and related instructions were recently released by the U.S. Department of Labor, the Internal Revenue Service and the Pension Benefit Guaranty Corp. These advance copies are for informational purposes only and cannot be used to file an annual return/report. Employer-provided retirement and health benefit plans that are required to electronically file an annual return/report regarding their financial conditions, investments and operations generally satisfy that requirement by filing Form 5500 or Form 5500-SF and any required attachments.



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