Director, Office of Regulations and Interpretations

1210-AB97 202010 The Regulatory Plan and the Unified Agenda of Federal Regulatory and Deregulatory Actions 1210 Employee Benefits Security Administration EBSA 1200 Department of Labor DOL Revisions to Streamline Reporting on the Form 5500 ("Reforming the Form 5500")

The last major revision of the Form 5500 Annual Return/Report was proposed in 2006 and finalized in 2007, effective for the 2009 form series. This deregulatory action would modernize and streamline reporting requirements to improve the utility and accuracy of reported data and to eliminate repetitive or unnecessary reporting. These revisions are intended to simplify annual reporting requirements and provide improved data for enforcement and plan participants.

]]> Other Significant First Time Published in The Unified Agenda Proposed Rule Stage Undetermined Undetermined Deregulatory 29 CFR 2520 29 U.S.C. 1021, 1023-24, 1026-27, 1029-30 29 U.S.C. 1135 Statutory Final Part of this project is under the section 202 of the SECURE Act Part of this project is under the section 202 of the SECURE Act, which require implementation of a consolidated annual report for certain groups of similar plans by no later than January 1, 2022, that should apply to return/reports for plan years beginning after December 31, 2021. The other parts of this project do not have a legal deadline. No NPRM 05/00/2021 Undetermined None No No No No Jeffrey Turner J. Director, Office of Regulations and Interpretations 1210 Employee Benefits Security Administration EBSA 202 693-8500 Room N5669, 200 Constitution Avenue NW, FP Building, Room N-5655, Washington DC 20210