Pension Plan and Retirement Plan Tools/Applications


Tools (e.g., IRS series 5500 forms) and practical applications (e.g., checklists, tips) useful in the installation, maintenance or termination of your retirement plan can be obtained here.


I. Tools to Assist in Reporting Requirements to Governmental Agencies

  • Internal Revenue Service Tax Forms For Retirement Plans . Series 5500 forms are annual IRS tax forms filed by most retirement plans. Other IRS tax forms for retirement plans are also available here. Tips on completing the series 5500 forms, 5500 Form Pointers , is available here.

  • Pension Benefit Guaranty Corporation Forms For Retirement Plans . Series PGBC-1 forms are annual forms filed by most defined benefit pension plans. Other PBGC forms for defined benefit pension plans are also available here.

  • Retirement Plan Reporting Checklists For Employers . Governmental reporting requirements for retirement plan installation, maintenance and termination are provided here.


    • II. Tips for Various Retirement Plans

    Retirement Plan Tips, Retirement Plan Traps. This article is useful for all types of retirement plans. In addition, the following articles offer tips on specific retirement plans: