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Andrew Answers – What Is a Form 5500?

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After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!

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June 25, 2014 at 12:12 pm
Retirement News

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For employees, taxes are done when the W-2 is filed. A business can complete their taxes as early as March 15. Did you know your retirement plan has a form to file as well?

It’s called a Form 5500 and it reports to the federal government about the overall health and participation in your 401(k) plan. In the season two opener, Andrew Answers will give you a quick and easy run down on what this form does and how easy it is to file.

For more on the details of the filing itself, see how we help our clients with videos for first time filers and the small businesses that have filed before.

Need more to fill your need for knowledge? Feel free to ask me anything in the comments or engage with me on Twitter, @AndrewAnswers!