5500 Preparer's Manual for 2020 Plan Years

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!

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