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The 401(k) Form 5500 – Frequently Asked Questions (FAQ)

The 401(k) Form 5500 – Frequently Asked Questions (FAQ)

By: Eric Droblyen

March 7th 2018

The Form 5500 discloses 401(k) plan information to the Federal government and plan participants. Employers must understand their plan's filing requirements.
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Government Shocker! The 401(k) Form 5500 May Become Useful Soon

Government Shocker! The 401(k) Form 5500 May Become Useful Soon

By: Eric Droblyen

September 21st 2016

The government is proposing substantial changes to the Form 5500 for 2019. These changes would make 401k information more accessible to stakeholders.
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GAO suggests changes to the Form 5500 to promote clarity and consistency. We agree.

GAO suggests changes to the Form 5500 to promote clarity and consistency. We agree.

By: Greg Carpenter

July 10th 2014

401k service providers dislike Form 5500 because completing the form for clients is like playing a game of Twister. Form 5500 fee disclosures are not consistent with others.
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Form 5500: The Form that Needs Reform

Form 5500: The Form that Needs Reform

By: Greg Carpenter

August 30th 2013

Can Form 5500 be improved? The Frugal Fiduciary thinks so and suggests collecting fee data that can be used in an “apples-to-apples” plan comparison.
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