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 Department of Labor, IRS and Pension Benefit Guaranty Corporation on Monday released informational copies of the Form 5500 series for 2024. The instructions on filing highlight changes made for ...
If your company offers an employee benefit plan under the Employee Retirement Income Security Act (“ERISA”), you are likely required to file Form 5500. Form 5500 is an annual report that contains ...
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