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5500 Preparer's Manual for 2020 Plan Years
Contributor(s): Fisher, Linda T. (Author), Andersen, Mary B. (Author)
ISBN: 1543835031     ISBN-13: 9781543835038
Publisher: Wolters Kluwer Law & Business
OUR PRICE:   $727.65  
Product Type: Paperback
Published: March 2021
Qty:
Additional Information
BISAC Categories:
- Law | Pension Law
- Business & Economics | Reference - General
Physical Information: 2.3" H x 8.5" W x 11" (5.86 lbs) 1174 pages
 
Descriptions, Reviews, Etc.
Publisher Description:

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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