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DOL/EBSA RIN: 1210-AB63 Publication ID: Fall 2017 
Title: 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 a 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.

Agency: Department of Labor(DOL)  Priority: Economically Significant 
RIN Status: Previously published in the Unified Agenda Agenda Stage of Rulemaking: Proposed Rule Stage 
Major: Yes  Unfunded Mandates: Private Sector 
EO 13771 Designation: Regulatory 
CFR Citation: 29 CFR 2520   
Legal Authority: 29 U.S.C. 1021 to 1025    29 U.S.C. 1027    29 U.S.C. 1029 and 1030    29 U.S.C. 1134 and 1135    29 U.S.C. 1059    29 U.S.C. 1204   
Legal Deadline:  None
Action Date FR Cite
NPRM  07/21/2016  81 FR 47496   
NPRM Comment Period End  10/04/2016 
Notice of Proposed Forms Revision  07/21/2016  81 FR 47534   
Notice of Proposed Forms Revision Comment Period End  10/04/2016 
NPRM Comment Period Extended  09/23/2016  81 FR 65594   
NPRM Comment Period Extended End  12/05/2016 
Analyze Comments  01/00/2018 
Regulatory Flexibility Analysis Required: Undetermined  Government Levels Affected: None 
Federalism: No 
Included in the Regulatory Plan: No 
RIN Data Printed in the FR: No 
Related RINs: Related to 1210-AB66 
Agency Contact:
Mara S. Blumenthal
Employee Benefits Law Specialist
Department of Labor
Employee Benefits Security Administration
200 Constitution Avenue NW., FP Building, Room N-5655,
Washington, DC 20210
Phone:202 693-8500