Congress passed the 2015 Inflation Adjustment Act to ensure federal agencies comply with the requirement to adjust penalties each year for inflation. Learn More >
A new Act recently signed into law modifies the tax filing deadline for certain business tax returns and the Form 5500. Learn More >
The IRS reviews Forms 5500 where plan sponsors have reported losses due to fraud or dishonesty. Learn More >
The IRS will be asking new compliance questions on Forms 5500 and 5500-SF. Learn More >
Multiple Employer Plans now have to include an attachment to the Form 5500 to list all participating employers. Learn More >
The IRS has made available a pilot program for Form 5500 EZ filers to send in delinquent filings with no penalty. Learn More >
Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >
Download Form 5500 if you know the plan name or EIN. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
A checklist of tasks to review and approve hardship withdrawals.
View the employee benefit indexed limitations for the 2018 plan year, released by the IRS.
Today we hosted our second Client Appreciation Breakfast Workshop!