Overview
The premier resource in the field of Form 5500 preparation, 5500 Preparer's Manual will help you handle the required annual Form 5500 filings for both pension benefits and welfare benefit plans.
Written by an expert in the field of Form 5500 preparation, the
2015 Plan Years edition provides:
- 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
- Step-by-step instructions for electronic filing, including electronic signatures, transmission, and accessing government software
- And more!
The
2015 Plan Years edition has been completely updated to include guidance on:
- ERISA Filing Acceptance System 2 (EFAST2) processes and requirements for mandatory electronic filing and how to amend the Form 5500 filings using the electronic system
- Late filings, the DOLand#8217;s Delinquent Filer Voluntary Compliance (DFVC) Program, and the latest IRS rules that must be satisfied in order to qualify for full relief under DFVC
- Information about the new IRS compliance questions appearing on Form 5500-EZ as well as Schedules H, I, and R and why it may be advisable to forego completing those items for 2015 plan years
- How to qualify for relief from the audit requirements that apply to small pension plans
- How to prepare and submit current and late filings of the Form 8955-SSA, as well as the mandatory electronic filing rules that apply to most filers
- The attachment to Form 5500 series that identifies employers participating in multiple employer plans (MEPs)
- The latest model language issued for summary annual reports and annual funding notice disclosures required of certain plans
- And much more
Full Product Details
Author: Janice M Wegesin
Publisher: Aspen Publishers Inc.,U.S.
Imprint: Aspen Publishers Inc.,U.S.
ISBN: 9781454871262
ISBN 10: 1454871261
Pages: 772
Publication Date: 23 February 2016
Audience:
General/trade
,
General
Format: Paperback
Publisher's Status: Active
Availability: Not yet available
This item is yet to be released. You can pre-order this item and we will dispatch it to you upon its release.
