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Attention Plan Sponsors: Don't Miss the Form 5500 Deadline!


The IRS Has Issued Final Regulations About Required Minimum Distributions

The deadline to file or extend your calendar year Form 5500 for the 2023 Annual Return/Report of Employee Benefit Plan is approaching fast – July 31st!


Staying compliant with ERISA regulations is crucial to avoid potential penalties. 


Here are some helpful resources to ensure a smooth filing process:


Application for Extension of Time to File Certain Employee Plan Returns:

Apply for an extension click here.


IRS Form 5500 Corner: Get all the official details on Form 5500 filing click here.


Instructions for Form 5500: Detailed instructions for completing the form click here.


Correcting Late or Missing Form 5500s: Click Here


Remember, staying on top of your Form 5500 filing is essential for maintaining compliant employee benefit plans. Don't miss the July 31st deadline!


Please feel free to contact us if you need advice about late filings.


 

Boutwell Fay LLP

For over 20 years, the attorneys and other professionals at Boutwell Fay have been successfully solving the complex legal puzzles in the areas of employee benefits and ERISA. We have a federal practice in all 50 states.


We are a nationally recognized ERISA law firm with an unquenchable thirst to continue to learn, share, and deeply care for clients.






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