Form 5500 Corner |
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Announcement 2007-63
Announcement 2007-63 clarifies the IRS' position on the elimination of the Schedule P (Form 5500).
Filing 2008 Form 5500 FAQs
Insights into filing the 2008 Form 5500.
Form 5500 Updated for 2008
The Form 5500, Annual Return/Report of Employee Benefit Plan, has been updated for 2008. Copies of the related schedules and instructions are available on the EP Forms & Publications page.
Form 5500-EZ Updated for 2008
The Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan, has been updated for 2008. Copies of the related schedules and instructions are available on the EP Forms & Publications page.
Form 5500 Filing Tips [Updated]
Accompanying the release of the Form 5500 and 5500-EZ for 2004, the Department of Labor (DOL), Pension Benefit Guaranty Corporation (PBGC) and Internal Revenue Service (IRS) have complied an updated list of filing tips.
Small Pension Plan Audit Waiver Regulation FAQs
Frequently asked questions on the Department of Labor's small pension plan audit waiver regulation.
EFAST
The ERISA Filing Acceptance System (EFAST) website contains information about EFAST, approved software and vendors, and so much more.
Notices from IRS
Has the IRS sent you a notice pertaining to your Form 5500 or 5500-EZ filing? If so, you may find these FAQs helpful when drafting your response.
Troubleshooter's Guide to Filing the ERISA Annual Report - Part 1
Helpful hints for complying with the annual reporting requirements of Form 5500 from the Department of Labor.
Troubleshooter's Guide to Filing the ERISA Annual Report - Part 2
General guidelines for completing Form 5500 and Schedules A, C, D, G, H and I from the Department of Labor.
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Page Last Reviewed or Updated: January 22, 2009