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Barbara Weltman

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Qualified Plans: File Annual Return Today

July 31, 2017 / 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 for 2016 plans. Find details, including electronic filing, from the DOL.  Note: No annual reporting is required for SEPs and SIMPLE-IRAs.

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Small business ideas, business tax news and small business consulting from Barbara Weltman to provide business owners with the information they need to succeed. Visit our small business blog, Idea of The Day®, small business books and articles on small business taxes, small business finance and small business legal advice.

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