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AUL RETIREMENT SERVICES You future. Our goal.? Important Form 5500 Filing Information for 403(b) Plans Beginning with the 2009 plan year, 403(b) plans that are subject to ERICA must now file a complete

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What is important form 5500 filing?

Form 5500 filing is an annual report that must be submitted by employee benefit plans to the IRS to provide information about the plan's financial condition and operations.

Who is required to file important form 5500 filing?

Employee benefit plans, including pension plans and health and welfare plans, are required to file Form 5500.

How to fill out important form 5500 filing?

Form 5500 can be filled out electronically using the Department of Labor's EFAST2 system or through third-party software. The form requires information about the plan's assets, liabilities, contributions, and distributions.

What is the purpose of important form 5500 filing?

The purpose of Form 5500 is to ensure transparency and accountability in employee benefit plans by providing stakeholders with information about the financial condition and operation of the plan.

What information must be reported on important form 5500 filing?

Form 5500 requires information about the plan's assets, liabilities, contributions, and distributions, as well as information about the plan sponsor and service providers.

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