Insights

Form 5500 Filing Reminder and Information on Employee Assistance and Wellness Plans

Article Excerpt:

We would like to remind our readers that the filing date for Form 5500 for calendar year employee benefit plans — July 31 — is fast-approaching. Preparers of the Form may want to review the changes and additions made for the 2016 plan year reporting before completing the Form. We invite you to access an e-newsletter we issued earlier this year in which we discuss the general reporting requirements for many types of employee benefit plans, including retirement and welfare plans.