Plan Sponsors

Financial Reporting & Plan Audit Services

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All retirement plans subject to ERISA are generally required to file Form 5500 to meet their annual financial reporting requirements. The Form 5500, including required schedules, is filed with the Department of Labor annually. ERISA plans with 100 or more participants are also generally required to have their financial statements audited annually by a qualified independent public auditor. Plan sponsors are also required to file Form 8955-SSA annually with the IRS.

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