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Category Archives: Form 5500
Free ERPA CE by the IRS on March 24, 2011
The IRS is hosting a free webinar on March 24, 2011 at 2pm ET on the proper completion and processing of Form 5330, along with ways to avoid common mistakes and how to make the processing by the IRS go … Continue reading
Schedule SSA Morphs Into Form 8955-SSA
When the DOL switched to mandatory electronic filing for Form 5500, Schedule SSA went by the wayside. This was unfortunate because Schedule SSA provided a quick way to track vested terminated participants as they exit out of a plan, especially … Continue reading
Form 5500 Information Coming Soon to a Website Near You
With 5500 season about to start, now is a good time to take another look at Section 504 of the Pension Protection Act. Section 504 is the requirement that, for plan years beginning after December 31, 2007, the plan sponsor … Continue reading
Posted in Form 5500
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More Form 5500 Information Available on the Internet
The New York Times published an interesting article on Feb. 3rd, 2008, about information derived from filed Form 5500s published on a couple of websites. Mary Williams Walsh, in Trying to Clear Fog From Pension Plans, discusses the requirement in … Continue reading
Posted in Form 5500, Industry News
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It Really Can be a Crime to File an Incorrect Form 5500
Friend of mine had a good question today from an accountant, who wanted to know if there is any penalty for filing Form 5500 with just a little bit of incorrect information. Congress answered this question with 28 U.S.C. 1027, … Continue reading
Posted in Form 5500
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