Form 5500 Series

November 1, 2012

The Form 5500 Series helps employers ensure that their employee benefit plans satisfy annual reporting requirements under Title I and Title IV of ERISA and under the Internal Revenue Code. The Form 5500 Series also serves as an important compliance, research and disclosure for Federal Agencies. It is important to file the Form 5500 Series by the due date, as failure to do so can result in fines which accrue by the day.

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