1) What is a Form 5500? “Form 5500 is the form,” says Zachary Keep, manager of compliance risk at Paychex Inc. “It’s the vital signs for the retirement plan. It’s going to touch on the overall ...
A profit-sharing plan, which is intended to encourage employees to help the company succeed, distributes a percentage of the company's profits to its employees. Employers voluntarily establish ...
The Department of Labor, IRS and Pension Benefit Guaranty Corporation on Monday released informational copies of the Form 5500 series for 2024. The instructions on filing highlight changes made for ...