PPC's 5500 Deskbook

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:

• Quick reference tables to help you find an amount or rate, filing, reporting, and disclosure requirements; and compliance limits that apply to qualified plans
• Sample reports, statements, and worksheets to make it easier to efficiently prepare the return
• Checklists to help complete the return accurately the first time
• Basic concepts of nondiscrimination, coverage, participation, and compliance to enable you to better understand the questions and information required to prepare the returns
• Processing alerts to help prevent DOL filing errors

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.

• 5500 Deskbook
  • INTRODUCTORY MATERIAL
  • Filing the Form 5500
    • Chapter 1: Filing Requirements
    • Chapter 2: Getting Started
    • Chapter 3: Form 5500, Annual Return/Report of Employee Benefit Plan
    • Chapter 4: Sample Form 5500s
  • Schedules A through D
    • Chapter 5: Schedule A, Insurance Information
    • Chapter 6: Schedule C, Service Provider Information
    • Chapter 7: Schedule D, DFE/Participating Plan Information
  • Schedules G, H, and I
    • Chapter 8: Schedules G, H, and I Financial Information
  • Schedules MB through R and Form 8955-SSA
    • Chapter 9: Schedules MB and SB, Actuarial Information
    • Chapter 10: Schedule R, Retirement Plan Information
    • Chapter 11: Form 8955-SSA, Reporting Separated Participants
  • Form 5500-EZ and Form 5500-SF
    • Chapter 12: Form 5500-EZ and Form 5500-SF
  • Other Reporting and Disclosure Requirements
    • Chapter 13: Other Reporting and Disclosure Requirements
  • Compliance Issues and Answers
    • Chapter 14: Annual Retirement Plan Compliance Checkup
    • Chapter 15: Nondiscrimination Requirements
    • Chapter 16: Contribution, Benefit, and Deduction Limits
  • Fiduciary Matters, Prohibited Transactions, Plan Qualification and Modifications
    • Chapter 17: Fiduciary Matters and Prohibited Transactions
    • Chapter 18: Plan Qualification and Modifications
  • Participation, Vesting, and Distributions
    • Chapter 19: Age and Service Rules and Vesting Standards
    • Chapter 20: Plan Distributions
  • Avoiding Penalties and Correcting Plan Failures
    • Chapter 21: Avoiding Penalties
    • Chapter 22: Correcting Plan Failures
  • FORM 5500 SERIES
    • FORMS 5500, 5500-EZ, AND 5500-SF
    • OTHER FORMS
  • PREPARATION RESOURCES
    • BEGINNING THE ENGAGEMENT
    • DATA GATHERING
    • CLIENT MANAGEMENT TOOLS
    • PRACTICE MANAGEMENT TOOLS
    • RETURN ASSEMBLY AND TRANSMITTAL
  • CHECKLISTS
    • PREPARATION CHECKLISTS
    • COMPLIANCE CHECKLISTS
    • OTHER CHECKLISTS
  • QUICK REFERENCE TABLES
    • INFLATION ADJUSTED AMOUNTS
    • FILING, REPORTING, AND DISCLOSURE REQUIREMENTS
    • PENALTIES AND CORRECTIVE MEASURES
    • IRS AUDIT GUIDELINES
    • COMPLIANCE REQUIREMENTS
    • LIFE EXPECTANCY TABLES
  • STATEMENTS
    • RETURN ATTACHMENTS
  • WORKSHEETS
    • NONDISCRIMINATION
    • FINANCIAL STATEMENT RECONCILIATIONS
    • PLAN COSTS
    • EARNED INCOME FROM SELF-EMPLOYMENT
    • PARTICIPANT DEFERRAL
  • SAMPLE REPORTS, NOTICES, AND ELECTIONS
    • SUMMARY ANNUAL REPORTS
    • SAMPLE NOTICES
  • Roadmaps to Forms 5500, 5500-SF, and 5500-EZ and Related Schedules
  • INDEX
    • --A--
    • --B--
    • --C--
    • --D--
    • --E--
    • --F--
    • --G--
    • --H--
    • --I--
    • --L--
    • --M--
    • --N--
    • --O--
    • --P--
    • --Q--
    • --R--
    • --S--
    • --T--
    • --U--
    • --V--
    • --W--
    • --Y--

• List of Substantive Changes View