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form 5500 changes are fast approaching. be prepared. - PowerPoint PPT Presentation


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. What Will We Cover Today?. Which plans need to file Form 5500?What schedules are included with the filing?How have the schedules changed from last year?Which plans can file new Form 5500-SF?What is the new electronic filing process?. . Which Plans Need to File Form 5500?. Pension benefit plans covered by ERISA:401(k), profit sharing, defined benefit, money purchase, stock bonus, and ESOPs403(b) plan subject to ERISA requirementsSIMPLE 401(k) plans.

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