Form 5500 Filing for Retirement Plans

Employee benefit plans are required to file an annual report of plan activity with the Department of Labor and Internal Revenue Service via a Form 5500. This article details what a Form 5500 Annual Return/Report of Employee Benefit Plan is, what’s required to complete it, when it‘s due, and how Guideline will assist with your 5500 filing along with any third party audits that may be required.


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