2022 Plan Year Reporting for Employee Benefit Plans
By Louis F. LiBrandi, Partner; Anthony Bianchi, Tax Supervisor and Keely Portillo, Tax Professional
This Alert provides both an update and a reminder of the reporting requirements and due dates for certain employee benefit plans. With the many exceptions and circumstances that can impact plan reporting, we will inform you as updates to requirements are released.
Please note this Alert covers current changes and due dates for the Form 5500 series, Form 8855-SSA, and Form 720 for the 2022 plan year. Upcoming 2023 changes for Form 5500 are also provided.
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