Regulatory and Legislative

IRS Posts 2021 Instructions for Form 5330

FuturePlan ERISA Team December 23 2021

The IRS has issued the 2021 version of detailed Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans. The form is used to report excess contributions, prohibited transactions, reversion of qualified plan assets, excess fringe or welfare benefits paid, etc. These instructions will be reviewed for any changes of significance from the 2020 version, and findings will be shared as appropriate.  

Health and Welfare Forms and Publications Retirement Employer

Regulatory and Legislative

DOL Final Rule Updating VFCP Has Left OMB

DOL Final Rule Updating VFCP Has Left OMB

Department of Labor guidance titled “Adoption of Amended and Restated Voluntary Fiduciary Correction Program” has left the Office of Management and Budget.


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