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DOL/EBSA RIN: 1210-AB97 Publication ID: Fall 2020 
Title: ●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.

Agency: Department of Labor(DOL)  Priority: Other Significant 
RIN Status: First time published in the Unified Agenda Agenda Stage of Rulemaking: Proposed Rule Stage 
Major: Undetermined  Unfunded Mandates: Undetermined 
EO 13771 Designation: Deregulatory 
CFR Citation: 29 CFR 2520   
Legal Authority: 29 U.S.C. 1021, 1023-24, 1026-27, 1029-30    29 U.S.C. 1135   
Legal Deadline:
Action Source Description Date
Final  Statutory  Part of this project is under the section 202 of the SECURE Act   

Overall Description of Deadline: 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.

Action Date FR Cite
NPRM  05/00/2021 
Regulatory Flexibility Analysis Required: Undetermined  Government Levels Affected: None 
Federalism: No 
Included in the Regulatory Plan: No 
RIN Data Printed in the FR: No 
Agency Contact:
Jeffrey J. Turner
Deputy Director, Office of Regulations and Interpretations
Department of Labor
Employee Benefits Security Administration
Room N5669, 200 Constitution Avenue NW, FP Building, Room N-5655,
Washington, DC 20210
Phone:202 693-8500