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Plan Sponsors: How to Understand and Review Form 5500
Retirement Management Services Link to more items from this source
July 14, 2014
"[H]ere are the important items [an employer needs] to review on Form 5500-SF (short form) or Form 5500 (long form): [1] Is the plan a 'small plan' or a 'large plan?' ... [2] Are your investments reflected accurately in the financial information, both in amount and type? ... [3] Are you operating the plan in such a way so that answers to the compliance questions are not raising red flags to the DOL or IRS?"

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