Tip Tuesday! Feds release sample Form 5500, add a slew of changes

By Jared Bilski

Even though you still have plenty of time before filing 2014’s Form 5500, you’ll probably want to take a look at what this year’s form actually includes.


Reason: The DOL included a number of notable changes in the 2014 edition of Form 5500 (of which the agency provided informational copies, schedules and instructions).

The changes are at least in part influenced by the Government Accountability Office (GAO). Early on in 2014, that agency asked the DOL and IRS to change the way certain items are reported on Form 5500 by plan sponsors.

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