Section 403 and 404 of the Act increased the fees for late filing for Form 5500 and Form 8955-SSA. Learn More >
Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500. Learn More >
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 >
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Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
Cash balance plans offer high contribution limits and flexibility.
Please join us in congratulating our two new Account Executives!