FREE DOWNLOAD: Form 5500 Types

Are you complying with government regulations for employee retirement plans? The Form 5500 Series is documentation designed to satisfy the annual reporting requirements under Title I and Title IV of The Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code.

By filling out and submitting the correct version of this form, you can provide crucial information about your plan's finances, investments, and operations to help protect your employees' contributions and investments. Don't risk non-compliance! Make sure you're up to date with the Form 5500 Series.

Download our free Form 5500 guide to ensure you’re completing the correct form.