The Internal Revenue Service, Department of Labor, and Pension Benefit Guaranty Corporation are government agencies, which assume major regulatory roles in all employee benefit plans.  Reporting and/or disclosure forms must be filed every year at specific times.  The forms are complex and require a considerable investment of time to complete.  RSG will prepare the following required IRS, DOL and PBGC reporting and disclosure forms:

• 5500 Series, Annual Return/Report of the Plan's Operation and Financial Activity. IRS Forms 5500, 5500-C/R, Schedule A, Schedule B, Schedule P, and Schedule SSA.  You must file with the IRS by the last day of the seventh (7th) month after the close of the plan year.  (Does not include Accountant's Statement on Form 5500)
• Summary Annual Report, Pertinent Plan Information from the Plan's Annual Report must be provided to each participant within nine (9) months after the end of the plan year.
• Summary Plan Description, a detailed Summary of the Plan's provisions.
• This report must be provided to each participant when establishing the plan.
• A new Summary Plan Description must be provided to plan participants once every five years if a plan is modified, or at least once every ten years.