Form 5500

Information about Form 5500 filings, plan data searches, and retirement plan fee analysis.

1 article

January 14, 20268 min

How Recent Changes to Form 5500 Reporting Impact Rollover Analysis Compliance

Navigating retirement plan rollovers has always required rigorous documentation and an up-to-date understanding of regulatory trends. As we enter 2025, recent changes to Form 5500 reporting bring a new level of detail and responsibility for those of us who facilitate rollover analyses.

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