Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >
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 >
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.
Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans.
A note to plan sponsor in regards to the CARES Act