Form 5500 Filing: Regulatory Updates and Changes for 2021

Donna Nevolo, Partner and Employee Benefit Plan Services Market Leader, and Israel Tannenbaum, Partner and Form 5500 Filing Lead, cover the essentials that businesses should be aware of as the deadline approaches.

Top Questions Asked When Filing Form 5500

Topics Covered Include:

  • Form 5500 overview
  • Actions to take if your company’s audits are not completed by October 15
  • Updated late filing penalties, including those increased by the SECURE Act
  • IRS’ Employee Plans Compliance Resolution System (EPCRS) Revenue Procedure 2021-30
  • Common compliance issues and recent relief provided
  • General rules for determining a partial plan termination

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