2015 Form 5500 IRS compliance questions, mid-year amendments to safe harbor plans, 2015 Reference List

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Employee Plans News February 29. 2016

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Issue Number: 2016-3

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In this edition of the Employee Plans News:

2015 Form 5500 - new IRS compliance questions don’t need to be completed.

Mid-year amendments to safe harbor 401(k) plans and notices – new guidance helps plan sponsors comply with the safe harbor plan and notice rules (Notice 2016-6)

2015 Reference List – helps you update your plan for new items on the 2015 Cumulative List of Changes in Plan Qualification Requirements

Publication 721 (01/2016), Tax Guide to U.S. Civil Service Retirement Benefits


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