Schedule R (Form 5500) Retirement Plan Information

This document contains the instructions for completing Schedule R of the Form 5500, which is used to report various information about retirement plans, including distributions made during the plan year, funding information for plans subject to minimum funding requirements, details on plan amendments, and additional details specific to multiemployer defined benefit pension plans. It provides guidance on who must file Schedule R, the required data elements for each section, and how to properly report plan characteristics and compliance information.