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Details of the SECURE Act - Part Fourteen: Penalties for Late Filing of Form 5500 and 8955-SSA

Leisha Gosling, MBA, CEBS, QKA, QKC | Form 5500 |

Section 403 and 404 of the Act increased the fees for late filing for Form 5500 and Form 8955-SSA. Learn More >

Details of the SECURE Act - Part Eleven: Consolidated Form 5500 Filing for Related Plans

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500. Learn More >

How to Understand and Review Form 5500

Form 5500 |

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

Increases in Penalty Amounts for Plan Violations

Caryn P., QKA | Form 5500 |

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

Form 5500 |

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

Form 5500 |

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

Form 5500 |

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

New Form 5500 Reporting Requirements for MEPs

Form 5500 |

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

Caryn P., QKA | Form 5500 |

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

Form 5500 Search

Form 5500 |

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

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