Updated: 401(k) Plan Form 5500 Filing Deadline Approaches
Both small and large employers with a 401(k) plan must annually file an Internal Revenue Service (IRS) Form 5500, Annual Return/...
Form 5500
Limited Plan Audits Are History: What 401k Plan Sponsors Should Know
The Employee Retirement Income Security Act of 1974 (ERISA) requires 401k plans with 100 or more eligible participants to file an audit ...
401(k) Fireside Chat: Plan Audit and 5500 Filing
401(k) audit season is quickly approaching. we’ve prepared answers to common questions our team fields this time of year.
IRS Extends Many Tax Filings, But Not Retirement 5500s
To help taxpayers, the Department of Treasury and the Internal Revenue Service (IRS) issued Notice 2020-23 to provide additional key ...
Limited Extension for Certain Health and Welfare Form 5500 Filings
Due to the coronavirus (COVID-19) emergency declaration, employers whose Health and Welfare Form 5500 was due to the IRS between...