The Form 5500 Series is part of ERISA's overall reporting and disclosure framework, which is intended to assure that employee benefit plans are operated and managed in accordance with certain prescribed standards and that participants and beneficiaries, as well as regulators, are provided or have access to sufficient information to protect the rights and benefits of participants and beneficiaries under employee benefit plans.

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Form | Instructions

Wage and Tax Statement

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Return of Excise Taxes Related to Employee Benefit Plans. 

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Application for Extension of Time to File Certain Employee Plans Returns.

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Application for Determination for Employee Benefit Plan. 

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A SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA plan offers great advantages for businesses that meet two basic criteria. First, your business must have no more than 100 employees who earned $5,000 or more during the preceding calendar year. In addition, your business cannot currently have another retirement plan. If you are among the thousands of business owners eligible for a SIMPLE IRA plan, read on. A SIMPLES IRA plan provides you and your employees with a simplified way to contribute toward retirement. It reduces taxes and, at the same time, helps you attract and retain quality employees. and compated to other types of retirememnt plans, SIMPLE IRA plans offer lower start-up and annual coss. In short, they are just simpler to operate.

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Delinquent Filer Voluntary Compliance Program (DFVCP) Penalty Calculator and Online Payment with Instructions, Examples and Manual Calculations

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The plan sponsor is responsible for ensuring that its plan operates in compliance with the rules related to qualified plans. The plan sponsor is also subject to certain filing requirements. A list of those requirements is included here. Penalties may apply for the late filing or non-filing of required returns and reports.

This checklist may be used as a tool to help you meet 401(k) filing requirements. Please see the instructions to the applicable forms or the references for detailed information. This checklist is not intended to be all-inclusive and does not apply to government plans or non-electing church plans.

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Congratulations! You have an employee retirement plan in place! Of course, you want to do the right things to run your plan. These tips will help you stay on course.

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Why 401(k) Plans?

401(k) plans can be a powerful tool in promoting financial security in retirement. They are a valuable option for businesses considering a retirement plan, providing benefits to employees and their employers.

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