1) 2009 plan year tax return filings – update You may recall that plan tax return filings (Form 5500 series) must be filed electronically, starting with the 2009 plan year – for calendar year plans, those are the returns that are due this July 31. As noted before, this will involve you, the plan […]
Update
News and important information…
September 2009 update: Dave is an ERPA too (see description below)! Congratulations, Dave!
Ed’s New Title
As of May 15, 2009, Ed has a new title: ERPA – Enrolled Retirement Plan Agent. This is a new designation created by the IRS specifically for those who specialize in retirement plan services, and allows them to communicate with the IRS more effectively on your behalf. The first-ever exams for this designation were held in […]