1 See Institute Memorandum to Pension Committee No. 34-97 and Pension Operations Advisory Committee
No. 35-97, dated September 18, 1997.
[9721]
March 2, 1998
TO: PENSION MEMBERS No. 16-98
PENSION OPERATIONS ADVISORY COMMITTEE No. 9-98
RE: DOL DELAYS IMPLEMENTATION OF NEW FORM 5500
______________________________________________________________________________
The Department of Labor has announced that the implementation of the new Form
5500 Annual Report is being delayed until the 1999 plan year in order to give plans and service providers
more time to prepare for the new form. When finalized, the new form, which was published for
comment last year,1 will be effective for plan years beginning on or after January 1, 1999.
Russell G. Galer
Senior Counsel
Attachment
Note: Not all recipients of this memo will receive an attachment. If you wish to obtain a copy of the
attachment referred to in this memo, please call the Institute's Library Services Division at (202)326-
8304, and ask for this memo's attachment number: 9721.