The Department of Labor (DOL), IRS, and Pension Benefit Guaranty Corporation (PBGC) issued proposed revisions to the Form 5500 series on Sept. 14. The proposed changes implement certain provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and make additional “modernizations” to the Form 5500 series. In a contributed article published by the American Retirement Association, Poyner Spruill LLP partner Kelsey Mayo outlined the most notable changes proposed to Form 5500. Mayo currently serves as the American Retirement Association’s Director of Regulatory Policy.
To read the full article, visit the American Retirement Association.
