WASHINGTON, DC – The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), the IRS and the Pension Benefit Guaranty Corporation (PBGC) today released advance informational copies of the 2020 Form 5500 Annual Return/Report and related instructions – including the Form 5500-SF and the IRS released Form 5500-EZ, which now also appears on the EBSA website. The “Changes to Note” section of the 2020 instructions for each of the forms highlights important modifications to the Form 5500, as well as to their schedules and instructions. Modifications are as follows:
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