RSG provides required governmental filings and forms:
IRS Form 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. A Plan must file with the IRS by the last day of the seventh month after the close of the plan year. (Does not include Accountant’s Statement on Form 5500).
Summary Annual Report (SAR)
Pertinent plan information from the plan’s annual report must be provided to each participant within nine months after the end of the plan year.
Summary Plan Description (SPD)
A detailed summary of the plan’s provisions. This report must be provided to each participant when establishing the plan. A new SPD must be provided to plan participants once every five years if a plan is modified, or at least once every ten years regardless of the status of the plan’s provisions.