RESOURCES: VIDEOS AND BLOGS

Jul 27, 20220 min read

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

Aug 19, 20211 min read

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...

Jul 9, 20210 min read

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

Jul 19, 20200 min read

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

Dec 16, 20192 min read

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...

Jul 8, 20192 min read

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...