Ask the Experts

Our team discusses the latest trends and topics in the world of employee benefits and compliance.

In this episode, we will discuss:

• What Is the Form 5500?
• Who Needs to File Form 5500?
• Filing Threshold - Size of Plans Who Need to File
• What Is a Funded vs. Unfunded Plan and Trust Discussion
• Filing Deadline – Calendar Year Plan = Form 5500 Due July 31st
• Wrap vs. Separate Plans and Plan Numbers
• Extension to File, Amended Plan, Final Returns
• Must File Form 5500 Electronically
• Schedule A - Items to Know
• DFVCP – Delinquent Filer Voluntary Compliance Program
• EBSA Web Page for Help, Short Plan Year

Podcast: Ask the Experts June 2026

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