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LEGAL DISCLAIMER:
Information contained in this publication is not legal advice, and
should not be construed as legal advice. If you need legal advice upon which you can rely,
you should seek a legal opinion from your attorney.
IF THE PLAN IS GOING TO SEEK AN AUTOMATIC EXTENSION, DON’T WAIT
UNTIL THE LAST MINUTE TO FILE FORM 5558. Read the instructions to Form
5558 carefully,
fill out the Form and send it in to the IRS as soon as possible.
Remember Murphy’s Law.
For a detailed discussion of the changes in the 2008 Form 5500, see Research
As a reminder, defined benefit plans have an additional PPA disclosure due 30 days
after filing Form 5500. See Research Memo 2009-33 for details.
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