IRS Reminder: File Form 5500 Before July 31

Form 5500 is a report containing financial, investment and operational information about employee benefit plans, including those plans that participate in the ABA Retirement Funds Program ("the Program”). Plans with fewer than 100 participants as of the beginning of the plan year may file Form 5500-SF (short form) while plans with 100 or more participants as of the beginning...

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Form 5500 – New Security Change

For plans whose plan year ends on December 31, the Program prepared Form 5500/5500-SF and provided filing notifications to plan administrators on or about June 15. The filing deadline is July 31. NEW: Beginning with the 2017 Plan Year filing, the filing notification process has changed. Previously, the filing notifications consisted of two emails: the first contained the plan administrator’s...

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