Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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AimPoint Pension
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Final EPCU Report: Final Form 5500 Return with Assets Project
Internal Revenue Service [IRS] Feb. 20, 2015
"Over 90% of the responses showed that plan sponsors made errors when filing their Form 5500, mostly by: Checking the box indicating the return was 'the final return/report' when all assets were not distributed by the end of the plan year, or Not showing zero end of year assets when they had actually distributed all plan assets by the end of the plan year. For most of the cases, the EPCU was able to obtain compliance at various levels including securing: Delinquent returns (those due but not filed), and Amended returns."
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