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Question: What are some changes to the retirement plan filing requirements for 2023?
More than three years after the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was passed, the U.S. Department of Labor, IRS and Pension Benefit Guaranty Corporation published its final revisions to the Form 5500 series. Beginning with the 2023 plan year, the retirement plan filing requirements for plan sponsors include these key changes to the Form 5500 and Form 5500-SF:
Beyond the Form 5500 series filing requirements, the SECURE Acts of 2019 and 2022 included a significant number of changes impacting retirement plan sponsors’ responsibilities. Count on our retirement plan services group to help you navigate them all. Contact us today to learn more.
This publication is distributed for informational purposes only, with the understanding that Doeren Mayhew is not rendering legal, accounting, or other professional opinions on specific facts for matters, and, accordingly, assumes no liability whatsoever in connection with its use. Should the reader have any questions regarding any of the news articles, it is recommended that a Doeren Mayhew representative be contacted.
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