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5500 Preparer's Manual for 2020 Plan Years by Linda T. Fisher Linda T. Fisher 5500 Consulting, LLC , Mary B. Andersen ERISAdiagnostics, Inc. 5500 Preparer's Manual for 2020 Plan Years by Linda T. Fisher Linda T. Fisher 5500 Consulting, LLC , Mary B. Andersen ERISAdiagnostics, Inc.

5500 Preparer's Manual for 2020 Plan Years

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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, 2020 Plan Years edition, includes:

  • The SECURE Act and its impact on the Form 5500 filing
  • The CARES Act and its impact on retirement plans and health and welfare plans
  • 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
  • New chapter on frequently asked questions grouped by schedule/topic
  • 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 2020 Plan Years edition has been updated to include guidance on:

  • Changes to the 2020 Form 5500 series as well as other forms (including Forms SS-4 and W-12)
  • Schedule R revisions providing multiemployer plans a choice of three in methods used to count participant
  • 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!

Note: Online subscriptions are for three-month periods.

Pages 1174
Last Updated 03/24/2021
Update Frequency Annually
Product Line Wolters Kluwer Legal & Regulatory U.S.
ISBN 9781543835038
SKU 10044765-0005
Publish Frequency Annually
Product Line Wolters Kluwer Legal & Regulatory U.S.
SKU 000000000010073207
Table of Contents

Plan Filing and Compliance Requirements

  • General Reporting Requirements
  • How to File: EFAST2, Late, Amended, and Other Special Filing Situations

Form 5500, Reporting Schedules, and Summary Annual Report

  • Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan
  • Form 5500, Annual Return/ Report of Employee Benefit Plan
  • Schedule A, Insurance Information
  • Schedule C, Service Provider Information
  • Schedule D, DFE/Participating Plan Information
  • Schedule G, Financial Transaction Schedules
  • Schedule H, Financial Information: Large Plan
  • Schedule I, Financial Information: Small Plan
  • Schedule R, Retirement Plan Information
  • Summary Annual Report

IRS-Only Reporting Forms

  • Form 5500-EZ, Annual Return of One-Participant (Owners/Partners and Their Spouses) Retirement Plan or a Foreign Plan
  • Form 5558, Application for Extension of Time to File
  • Form 8955-SSA, Reporting Separated Participants

Actuarial Schedules and Disclosure

  • Schedule MB, Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
  • Schedule SB, Single-Employer Defined Benefit Plan Actuarial Information
  • Annual Funding Notice

Other Forms and Information

  • Fidelity Bond Requirements
  • Identifying Prohibited Transactions and Reporting on Form 5330
  • Form SS-4, Application for EIN
  • Form W-12, IRS Paid Preparer Tax Identification Number (PTIN) Application
  • Employee Benefit Plan Compliance Audits
  • Frequently Asked Questions

Appendix A: NAIC Codes

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