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August 12 2021

No 2020 Form 5500 Needed for Retroactive Qualified Plans

Posted by David J. Kupstas, FSA, EA, MSEA in 401(k), Retirement, defined benefit, secure act, form 5500 with No Comments

The IRS has announced that, for qualified retirement plans adopted in 2021 retroactive to the 2020 plan year, a 2020 Form 5500 will not be required.

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