Financial advisors who are knowledgeable about IRS Form 5500 can detect a wide variety of issues that represent untold opportunities for advisors to demonstrate their expertise and advise retirement ...

The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Every retirement plan, ...

The IRS is soliciting comments concerning the Form 5500 Annual Return/Report of Employee Benefit Plan. Proposed changes include adding a new checkbox to Form 5500, Form 5500-SF and Form 5500-EZ for an ...

The unveiling of the revised Internal Revenue Service Form 5500 comes with both relief and trepidation. The form promises to improve the transparency of 401(k) plan fees but will be costly and ...

ADP has introduced Simplified 5500 Compliance Reporting Process, the second phase of its enhanced Compliance Dashboard for streamlining the Form 5500 reporting requirements for employee benefit plans.

Tax expert Jean-Luc Bourdon talks with Retirement Daily editor Robert Powell about an often overlooked IRS form called Form 5500-EZ that must be filed by people with a solo 401(k.) This form has ...

The IRS announced more deadline extensions on April 9 that apply not just to individuals, but trusts, estates, corporations and other non-corporate tax filers that qualify for the extra time. IRS ...