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Linda T Fisher; Mary B Andersen

Linda T Fisher; Mary B Andersen 5500 Preparer's Manual for 2020 Plan Years (Paperback)

Linda T Fisher; Mary B Andersen 5500 Preparer's Manual for 2020 Plan Years (Paperback)

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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
  • 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 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)
  • 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!
5500 Preparer's Manual for 2020 Plan Years (Paperback)

Specifications

Language

English

Publisher

Wolters Kluwer Law & Business

Book Format

Paperback

Number of Pages

1174

Author

Mary B Andersen, Linda T Fisher

Title

5500 Preparer's Manual for 2020 Plan Years

ISBN-13

9781543835038

Publication Date

March, 2021

Assembled Product Dimensions (L x W x H)

11.00 x 8.50 x 2.30 Inches

ISBN-10

1543835031

SKU: WA828380830

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