RESOURCES: VIDEOS AND BLOGS

Don't just think about 5500's in July!

Filed your 5500? Great! Now don't forget this!

Employers and Brokers are getting better at making sure 5500’s get filed properly. But there’s another requirement that follows shortly...

5500's What, When, and What are the Exceptions?

Clarification on Form 5500 filing extensions

In today's quick video, I provide clarification on form 5500 extensions that have been announced to help employers struggling with the COVID

Calendar Plan Year Reminders - Don't Forget!!

As 2019 draws to a close, we wanted to provide employers and consultants a list of some of the most frequently forgotten compliance...

Form 5500s due 7/31 for 2018 calendar year plans

Employers must file Form 5500 by the last day of the 7th month following the last day of the plan year. This means plans that began Jan...