US EditionUnderstanding the Filing Requirement of a Form 5500
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Understanding the Filing Requirement of a Form 5500
Form 5500 is a reporting that shares detailed information on plan qualifications, financial conditions, and plan operations and investments. The Internal Revenue Service (IRS), Department of Labor (DOL), and Pension Benefit Guaranty Corporation (PBGC) collaboratively established the Form 5500-series that discloses annual reporting requirements under ERISA and the Internal Review Code. ERISA requires 401(k) plans to file the Form 5500 annually. T…
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