ERISA Form Reporting Requirements

ERISA Form Reporting Requirements


Form 5500 is one form in a series jointly developed by three United States government agencies: the Department of Labor (DOL), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC). The Form 5500 Series was created under the Internal Revenue Code and Titles I and IV of the Employee Retirement Income Security Act (ERISA) to collect information about employee benefit plans, including health and pension plans. Read on to learn more about who needs to file form 5500, the type of information to include, and the filing process.

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Posted on

October 26, 2018