NEWS

Employee Benefit Plan Updates

Form 5500 Changes for 2022 Filings
January 24, 2023

The DOL and IRS issued final changes to the Form 5500 Annual Return/Report of Employee Benefit Plan and Form 5500-SF Short Form Annual Return/Report of Employee Benefit Plan and related instructions. Effective for plan years beginning on or after January 1, 2022, changes to the Forms of the 5500 and their respective instructions include: READ MORE >

SECURE 2.0 Act of 2022

The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022 to increase retirement savings, improve retirement rules, and lower employer costs of setting up a retirement plan. How is your organization’s retirement plan impacted? Here are some of the key features of this new law:

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Employee Benefit Plan Deadlines

For all calendar-year employee benefit plans, be sure to file by the following deadlines:
  • July 31 (calendar-year plans)
    • Form 5500 Annual Return/Report of Employee Benefit Plan
    • Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan
    • Form 5500-EZ Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
    • Form 5558 Extension Application for Extension of Time to File Certain Employee Plan Returns
  • October 15 (calendar-year plans)
    • Forms\ 5500 series (if Form 5558 filed)