5500 Preparer's Manual for 2001 Plan Years

This completely new edition fully examines the 2001 plan years. Although the forms are generally not due to be filed until the year 2002, filers are well advised to be aware of changes ahead of time. This definitive single-volume reference helps you handle the required annual Form 5500 filings for both pension benefits and welfare benefit plans. It's the best resource available for preparing your 5500 filing confidently and correctly. You will save time and effort, As well as keep in compliance with clearly explained, complete guidance on: Filing requirements - who must file, when to file, what attachments to include with your filing How to handle special situations - applications for extensions, treatment of prohibited transactions, terminated plans, rejected returns Nondiscrimination rules - including testing, top-heavy rules, permitted disparity, compensation, and 415 limitsWegesin, Janice M. is the author of '5500 Preparer's Manual for 2001 Plan Years' with ISBN 9780735531703 and ISBN 0735531706.