1210-AB63 201410 The Regulatory Plan and the Unified Agenda of Federal Regulatory and Deregulatory Actions 1210 Employee Benefits Security Administration EBSA 1200 Department of Labor DOL Revision of the Form 5500 Series and Implementing Related Regulations Under the Employee Retirement Income Security Act of 1974 (ERISA)

This regulatory action is part of long term strategic project with the Internal Revenue Service and the Pension Benefit Guaranty Corporation to modernize and improve the Form 5500 Annual Return/Report of Employee Benefit Plan. Modernizing the financial and other annual reporting requirements on the Form 5500 and making the investment and other information on the Form 5500 more data mineable are part of that evaluation. The project is also focused on enhancing the agencies' ability to collect employee benefit plan data that best meets the needs of changing compliance projects, programs, and activities.

]]> Other Significant Previously Published in The Unified Agenda Proposed Rule Stage Undetermined No 29 CFR 2520 29 USC 1021 to 1025 29 USC 1027 29 USC 1029 and 1030 29 USC 1134 and 1135 29 USC 1059 29 USC 1204 No NPRM 07/00/2015 Undetermined None No No No Mara Blumenthal S. Employee Benefits Law Specialist 1210 Employee Benefits Security Administration EBSA 202 693-8500 200 Constitution Avenue NW., FP Building, Room N-5655, Washington DC 20210