Form 5500 5500Tax Group Quick Reference Guide to Welfare Plans When is the Form 5500 required? When a plan has 100 or more employee participants…5500tg_SUPAdminJune 12, 2023
Form 5500 Summary Annual Reports A summary annual report is a condensed version of the Form 5500 report, which plan…5500tg_SUPAdminMay 3, 2023
Form 5500 Welfare Plan Form 5500 Filing Issues What are you missing? Many companies are unaware of the filing requirements (Form 5500) for…5500tg_SUPAdminMarch 21, 2023
Department of LaborDOLTax Laws Common Mistakes Found on Form 5500 Filing Are you at Risk? Every year the Department of Labor (DOL) sends out thousands of…5500tg_SUPAdminFebruary 21, 2023
Tax LawsTaxes Form 5500 Penalties Can Break Your Budget Although the Form 5500 is only an information return, under the provisions of Employee Retirement…5500tg_SUPAdminFebruary 7, 2023
Taxes EFAST 2 Electronic Filing Requirements Department of Labor Filing Acceptance System Form 5500 and Form 5500-SF returns/reports, as well as…5500tg_SUPAdminJanuary 3, 2023
Tax Laws ERISA Fidelity Bonds vs Fiduciary Bonds Knowing the difference between a fidelity bond and a fiduciary bond is very important if…5500tg_SUPAdminDecember 3, 2022
Form 5500 When is a Form 5500 a Final Return? When is a Form 5500 a Final Return? The instructions state that you check Line…5500tg_SUPAdminOctober 23, 2022
Department of LaborDOL DOL “Request for Clarification” Notices Targeting Retirement Plans The Department of Labor’s Office of the Chief Accountant has begun an…5500tg_SUPAdminOctober 9, 2022
Form 5500 Voluntary Benefits and the Form 5500 Voluntary Benefits and the Form 5500 When are voluntary benefits subject to ERISA? The answer…5500tg_SUPAdminSeptember 20, 2022