DOL, IRS Release Information Copies of 2017 Forms 5500, 5500-SF, Schedules

The IRS and the Department of Labor’s (DOL) subagencies—the Employee Benefits Security Administration and Pension Benefit Guaranty Corporation—have announced what they describe as “advance informational copies” of 2017 plan year annual return Forms 5500 and 5500-SF (short form). Also included are information copies of the accompanying schedules commonly filed with these forms.

The DOL announcement describes several 2017 modifications to note on these forms and schedules. As information copies, these forms and schedules are not to be used for actual filing (2017 plan year filing of Forms 5500 is not required before July 2017 for full-plan-year calendar plans). These information copy forms and schedules are released for informational purposes.

The 2017 information copies of Form 5500 series, Forms 5500-SF, and instruction can be found here.