Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500 mavens. Mistakes on Form 5500, a key part of ...

1) What is a Form 5500? “Form 5500 is the form,” says Zachary Keep, manager of compliance risk at Paychex Inc. “It’s the vital signs for the retirement plan. It’s going to touch on the overall ...

The only things certain in life are death and taxes," Ben Franklin famously said. If you file a Form 5500 on behalf of your company's pension or health and welfare plans, the filing deadline for ...

ADP has introduced Simplified 5500 Compliance Reporting Process, the second phase of its enhanced Compliance Dashboard for streamlining the Form 5500 reporting requirements for employee benefit plans.