Form 5500 Basics: What Sponsors Need to Know

By Lee Barney

The Internal Revenue Service (IRS) requires that retirement plan sponsors file a Form 5500 by the end of the seventh month following the close of the previous plan year, says Amy Ouellette, director of retirement services at Betterment for Business in New York. Thus, if a plan is operating on a calendar year, the form would be due on July 31, she notes.

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This article originally published May 3rd, 2019 on Plansponsor.

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