Changes to the 2021 and 2022 Form 5500

October 12, 2021

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Wrangle Blog

EBSA’s Debate on the Fate for the SAR, SPD and Annual Notices

EBSA’s Advisory Council Meetings Overview The EBSA Advisory Council meetings in June and August 2017 discussed the fate of three key ERISA mandated disclosures: The Summary Annual Report (SAR), The Summary Plan Description (SPD) The numerous annual and event-based notices Goals for November Presentation The goal of June’s meeting was...

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