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Qualified Plans: File Annual Return Today

August 1, 2016 / By Barbara Weltman

If your company maintains a profit-sharing or other qualified retirement plan, you may have to file an annual report in the Form 5500 series today (the usual deadline of July 31 fell on a Sunday this year so you get an extra day). Find details, including electronic filing, from the DOL.

Note: No annual reporting is required for SEPs and SIMPLE-IRAs.

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