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2018 Form 5500 series released

The DOL, IRS, and PBGC have released advance information copies of the 2018 Form 5500 series, including Schedules and Instructions.

DOL news release, including a summary of modifications and links to the forms: https://www.dol.gov/newsroom/releases/ebsa/ebsa20181113

Lifetime Benefit Solutions, Inc. is not a law firm, has not reviewed that information for legal sufficiency, and does not give legal or tax advice. The sponsoring employer should have this information reviewed by its own legal counsel for compliance with ERISA, tax requirements, and other applicable laws and regulations.