What to Do if You Receive an IRS Notice for Your 5500

September 18, 2012 at 9:14 pm Leave a comment

As a plan sponsor, you are required to file a government form each year for most types of retirement plans.  The forms are part of the IRS Form 5500 series.  The IRS has recently posted to their website a resource for responding to such notices located at http://www.irs.gov/Retirement-Plans/Notices-from-IRS-(CP-403-and-CP-406-Notices)-Delinquency-Notices.  The notices are sent for late or missing returns. The reasons for erroneous late returns can be incorrect employer identification or plan numbers which are addressed.    Also, a final return may not have been marked as “final” in prior years which is specifically addressed in the FAQ.

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EBSA Tips for Retirement Plan Participants What to Do If You Did Not Receive Fee Disclosures

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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

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