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Significant Changes Proposed to Form 5500

Date: August 2, 2016 | One Step Ahead: Employee Benefits Edition

On July 21, 2016, a proposed rule was published by federal regulators that seeks to modernize and improve the Form 5500 annual return/report that is filed by employee benefit plans. While the Form 5500 is periodically updated so that it stays current with legal and market developments, these proposed updates are significant because of their focus on group health plans …Read More.