Form 5500

A form a plan administrator files with the IRS to report information on the retirement plans offered to employees. This form is filed in order to ensure compliance with the Employee Retirement Income Security Act.

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com)-- Christina MacLeod, Director, Global Employer Services Tax Practice of Deloitte Tax LLP will join other notable speakers for KC's upcoming webcast entitled 403 (b) Plans FORM 5500 Schedule C: New Compliance Challenges.

Christina MacLeod, Director, Global Employer Services Tax Practice of Deloitte Tax LLP to Speak at KC's 403 (b) Plans Form 5500 Schedule C: New Compliance Challenges

EBSA points out that 403(b) plan administrators now must file basic financial and other compliance information annually with the government on a Form 5500 or Form 5500-SF.

Department of Labor's Employee Benefits Security Administration

They may prepare Form 5500 filings and plan financial statements.

Investigations of service providers

This is significant because in the past, this did not need to be reported until filing Form 5500, which usually occurs nine and one-half months after a plan year ends.

Retirement plan strategies: finding the right balance; Expert advice on the implications, pitfalls and opportunities offered by the Pension Protection Act of 2006 is summarized by Financial Executives Research Foundation (FERF)

Waiting until just before the form 5500 filing due date to find out you need to expand the scope of audit testing will result in a strained client relationship at the very least," Winters says.

Best practices in EBP audits: regulatory pressure is heating up the market

Written for pension professionals and accountants, this manual provides information about the governmental filing and disclosure requirements that apply to pension and welfare benefit plans, and step-by-step instructions for completing each line of IRS Form 5500 and its 12 schedules.

5500 Preparer's Manual: 2004 Plan Years

The Form 5500 is the primary source of information for both the federal government and the private sector regarding the operation, funding, assets, and investments of private pension and other employee benefit plans.

Private Pensions: Government Actions Could Improve the Timeliness and Content of Form 5500 Pension Information

Department of Labor's Employee Benefits Security Administration has issued frequently asked questions and answers to provide guidance to plan administrators and accountants on complying with the requirements of the 2003 Form 5500 Annual Return/Report of Employee Benefit Plan for reporting delinquent participant contributions in the Form 5500 Schedules.

DOL issues guidance on reporting delinquent participant contributions

an examination of a Form 5500 series return) is not eligible for the program.

Voluntary Compliance Resolution Program (Rev. Proc. 92-89)

This analysis is based on Form 5500 financial and pension disclosure data through 2008 released by the Department of Labor (DOL).

Defined Benefit Plans Outperformed 401(k) Plans During 2008 by Largest Margin Since Early 2000s, Towers Watson Analysis Finds

The above relief is in addition to the Form 5500 Annual Return/Report filing relief already provided by the IRS in accordance with the Hurricane Harvey and Hurricane Irma news releases listed on the IRS disaster relief website.

United States : U.S. Department of Labor Extends Hurricane Harvey Compliance Guidance and Relief to Employee Benefit Plans Impacted by Hurricane Irma