Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500 mavens. Mistakes on Form 5500, a key part of ...

1) What is a Form 5500? “Form 5500 is the form,” says Zachary Keep, manager of compliance risk at Paychex Inc. “It’s the vital signs for the retirement plan. It’s going to touch on the overall ...

Executive Summary: The Form 5500 is an annual report that must be filed for every employee benefit plan that covers 100 or more participants. For calendar year plans, these forms must be filed by July ...

The only things certain in life are death and taxes," Ben Franklin famously said. If you file a Form 5500 on behalf of your company's pension or health and welfare plans, the filing deadline for ...

The Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”), adopted in December 2019, has increased the penalty that the IRS may impose on plan sponsors who do not timely file Form ...