Plan fiduciaries are required to comply with a host of plan reporting and disclosure requirements, including filing a Form 5500 Annual Return/Report, filing tax forms with the IRS, and providing various disclosures and notices to participants and beneficiaries.
Prudential Retirement provides an easy-to-follow Compliance Checklist that offers information on what materials need to be filed, when filing due dates are, and to which agencies filings should be submitted. This reference tool can prove a valuable asset in ensuring that your plan meets all governmental filing and disclosure requirements.
As of March 2017
Prudential Retirement is not a tax or legal advisor. When making decisions on retirement plans, plan fiduciaries should seek the advice and counsel of an attorney.
Retirement products and services are provided by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT, a Prudential Financial company.
© 2021 Prudential Financial, Inc. and its related entities. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.
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