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What is Form 5500?
Form 5500 is an annual filing requirement for employer-sponsored retirement plans. It reports the financial health, investments, and operations of employee benefit plans to the IRS, Department of Labor, and Pension Benefit Guaranty Corporation.
Think of it as the retirement plan's annual checkup with the government. The good news? WealthRabbit's SIMPLE IRA clients never have to worry about this complex filing requirement.
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