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Annual reporting
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One-time 4010 Filing Waiver
Technical Update 23-1 provides PBGC guidance on compliance with the annual financial and actuarial information reporting requirements under section 4010 of ERISA and part 4010 of PBGC’s regulations. This Technical Update provides a one-time waiver of the 4010 filing requirement for filers meeting specified criteria.
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Effect of ARP on 4010 Reporting
Technical Update 21-1 provides PBGC guidance on the effect of the American Rescue Plan Act of 2021 (ARP), Pub. L. No. 117-2 on annual financial and actuarial reporting under section 4010 of ERISA and part 4010 of PBGC’s regulations.
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4010 Financial Information Reporting Waiver
Guidance on compliance with the annual financial and actuarial information reporting requirements under Section 4010 of ERISA. PBGC adopted a rule addressing the issue effective 3/5/2020. (See 29 CFR part 4010.)
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Multiemployer Plans - Clarification of Schedule R (Form 5500) Instructions and Partial Reporting Relief for 2009
Clarifies the Line 14 Instructions for the Schedule R (Form 5500) and provides partial reporting relief for completing Line 14 for the 2009 plan year.