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Barbara Weltman

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Qualified Plans: File Annual Return Today

July 31, 2018 / 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 2017 plans run on a calendar year. Find details, including electronic filing, from the DOL. Some owner-only plans can file Form 5500EZ on paper. Note: No annual reporting is required for SEPs and SIMPLE-IRAs.

New blog post today! 10 Smart Things You Can Do with an Extra $10Gs

Note correction:  July 29 Idea of the Day® title should have been — “Yelp Can’t Be Ordered to Take Down Negative Review in this Case.” Because  Yelp wasn’t a party to the case, it couldn’t be ordered to do so.

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