July 31 is approaching – and for most calendar year plans, that is the un-extended deadline to file IRS Form 5500. Now is the time for plan ...

Christiana Jolaoso-Oloyede writes for media publications, B2B brands and nonprofits. Using her research, analytical and writing skills from her training as a lawyer, she focuses on garnering accurate ...

We are just past the “official” start of summer, which means it is time for sponsors of retirement plans and many health and welfare plans to think about preparing and submitting Form 5500. In this ...

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 ...

A press release said the Signature-Ready Form 5500 Preparation Service is designed to help ERISA-governed 403(b) plan sponsors address their plan’s financial reporting obligations, and is designed to ...