United Benefit Advisors Insight and Analysis Blog

Advance Informational Copies of 2017 Form 5500 Annual Return/Report

Posted by: Danielle Capilla    Dec 14, 2017 9:30:00 AM

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC) released advance informational copies of the 2017 Form 5500 annual return/report and related instructions.

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Topics: IRS Form 5500, tax reporting, group benefit plans, benefit plan reporting

Avoid Increased Penalties by Filing Annual Benefit Plan Reports on Time

Posted by: Jennifer Stanley    Jul 19, 2016 12:56:38 PM

Form 5500 is the annual report that group benefit plans use to report required information about the plan’s financial condition and operations. Most group and pension plans that are subject to ERISA are required to file a Form 5500. With the July 31 deadline for calendar year plans fast approaching, and higher penalties for not filing taking effect in August, this is a good time to review this important plan filing.

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Topics: ERISA, Form 5500, group benefit plans, benefit plan reporting, Jennifer Kupper