The 5500-filing deadline date is fast approaching for our ERISA Plans with a 12/31 plan year-end and those with a 6/30 plan year-end are just beginning their process. With this in mind, ADMIN wants to be sure all of our Plans are ready to tackle their year-end process.
To aid in the filings, our Plan Administration team is encouraging our Plans to utilize a feature that was recently added to our website: The Plan Year-End Calendar. By selecting the date your plan year ends, our system will populate a calendar which provides you with a breakdown of what you should be expecting throughout the year-end process. Some of these items include:
It is also important to note that some Plans need a little more time to gather their year-end data and prepare for their filings. Luckily, the IRS does allow extensions for those Plans concerned about the timeline. If you would like to file an extension for your Plan, feel free to contact our Plan Administrators Anthony Heisler and Brian Boland at 877-484-4400 and they will be glad to walk you through the extension process.
The year-end process can be demanding on a Plan Sponsor, so with the assistance of our Plan Administrators and the The Plan Year-End Calendar from our website, you will be both prepared and successful in your year-end filings.
If you have have questions regarding your 5500 filing, please feel free to contact us at 877-484-4400 or via email at firstname.lastname@example.org.