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Q&A for Filing Form 5500


Q&A for Filing Form 5500

As you prepare to file Form 5500 by the July 31 deadline, here are answers to some of the questions Read More >>

6 Steps to a Better Audit

With spring, comes the annual Form 5500. To reduce audit costs and minimize interruptions, do these 6 things and make Read More >>

Changes to Form 5558 for sponsors who file extensions

Many plans make use of Form 5558 to request an automatic extension for filing the plan’s tax return and/or deferred Read More >>

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

401(k) plans require much maintenance to meet fiduciary requirements. There are many mistakes that can creep in over time that Read More >>

Your fiduciary duty: fidelity bonding

More than just a good idea, ERISA requires that all employee benefit plans have a fidelity bond. If it’s been Read More >>

Automatic extension for Form 8955-SSA

IRS Form 8955-SSA, the Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits, originally had a due date of Read More >>

Is your retirement plan compliant with the IRS?

You may not think of your retirement plan as ‘illegal,’ however, the IRS views it that way if a plan Read More >>


The AICPA has submitted a request to the Department of Labor, Internal Revenue Service, Department of Treasury and Pension Benefit Read More >>