See also the Checkpoint Tax Return Compliance package, which includes the online version of this PPC deskbook.
PPC's 5500 Deskbook provides line-by-line guidance for completing the Form 5500 series returns (Forms 5500, 5500-SF, 5500-EZ, 8955-SSA) and the related schedules. Guidance focused on the tax return includes real-life examples and illustrations of filled-in forms, as well as practice aids, to enable you to prepare returns accurately and efficiently.
The Deskbook goes beyond providing instructions on correctly completing the forms by providing a timesaving approach to determining filing requirements, obtaining the information needed to complete the reporting requirements, completing an annual plan compliance check-up, and determining when a plan should use one of the correction programs available to resolve qualification issues.
With this Deskbook, you not only have detailed, easy to understand guidance, you'll also get:
Authored by respected internal and external industry experts with decades of practice experience, PPC's Form 5500 Deskbook is an industry leading guide. Whether you're just starting out or are a seasoned benefit professional, you'll find the Deskbook a must-have resource for completing the Form 5500 series returns.