Q&A for Filing Form 5500

As you prepare to file Form 5500 by the July 31 deadline, here…

6 Steps to a Better Audit

With spring, comes the annual Form 5500. To reduce audit costs…

Changes to Form 5558 for sponsors who file extensions

Many plans make use of Form 5558 to request an automatic extension…

Do you know if your 401(k) plan is broken?

401(k) plans require much maintenance to meet fiduciary requirements.…

Your fiduciary duty: fidelity bonding

More than just a good idea, ERISA requires that all employee…

Automatic extension for Form 8955-SSA

IRS Form 8955-SSA, the Annual Registration Statement Identifying…

Is your retirement plan compliant with the IRS?

You may not think of your retirement plan as ‘illegal,’ however,…

IMMEDIATE EXTENSION OF 2009 FORM 5500 FILINGS

The AICPA has submitted a request to the Department of Labor,…