Resources

Increases in Penalty Amounts for Plan Violations

Congress passed the 2015 Inflation Adjustment Act to ensure federal agencies comply with the requirement to adjust penalties each year for inflation. Learn More >

New Tax Filing Deadlines

A new Act recently signed into law modifies the tax filing deadline for certain business tax returns and the Form 5500. Learn More >

Safeguarding Your Plan from Fraud

The IRS reviews Forms 5500 where plan sponsors have reported losses due to fraud or dishonesty. Learn More >

New Compliance Questions on Form 5500 Filing

The IRS will be asking new compliance questions on Forms 5500 and 5500-SF. Learn More >

New Form 5500 Reporting Requirements for MEPs

Multiple Employer Plans now have to include an attachment to the Form 5500 to list all participating employers. Learn More >

New IRS Program Offers Relief for Late Filers of Form 5500-EZ

The IRS has made available a pilot program for Form 5500 EZ filers to send in delinquent filings with no penalty. Learn More >

How to Understand and Review Form 5500

Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >

Form 5500 Search

Download Form 5500 if you know the plan name or EIN. Learn More >

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