is designed to complement official guidance and other internet resources available to preparers of Form 5500 for qualified retirement and welfare benefit plans.

Every year, businesses and organizations that sponsor an employee benefit plan subject to ERISA must file Form 5500. These forms are filed with the Employee Benefits Security Administration’s EFAST operation in Lawrence, Kansas without regard to the plan year. All current, late, or amended filings are processed by EFAST.

Plan sponsors and practitioners -- employee benefit consultants, accountants, attorneys, and other service-providers -- often find the instructions to the Form 5500 to be vague or ambiguous resulting in many hours of frustration while preparing the reports for both pension and welfare benefit plans.

We provide you links to other websites so you can:

It’s Not A Rumor If It’s True! - A Message From Janice M. Wegesin

Posted: June 25, 2017

It’s likely that many of you have heard through the grapevine that I am retiring. It’s true. I took my first position in a pension administration firm in 1979, and started my own consulting firm at the end of 1992. At that time, I was working in the ABC (Actuarial, Benefits, and Compensation) section at Deloitte & Touche in Chicago and, after the 401(k) practice was moved to another D&T office, was spending a fair amount of my time reviewing audit workpapers, reports, and the drafts of the Form 5500 that had been submitted by the audit clients. Honestly, I thought my career could be more exciting than just doing Form 5500 work. Little did I know!

Thanks to many people—including those of you who frequent this website—I’ve been lucky enough to find a career that suited my aptitudes and that I’ve enjoyed very much....even if it did mean doing almost nothing but Form 5500 work for the past five years! You will no longer hear me presenting webcasts or conference sessions; however, for a time I am continuing to work behind the scenes with the ASPPA Government Affairs Reporting & Disclosure Subcommittee on several Form 5500 related projects.

Although I am exiting the industry, this website will continue under the direction of Tim McCutcheon and his team at ERISApedia. Like many of you, I got to know Tim when he introduced his Form 5500 software concept through the firm he founded, ftWilliam, and I quickly became his customer. Many of you undoubtedly have followed Tim as he went on to develop his ERISApedia lineup, which includes a section devoted to Form 5500 preparation and filing, with tons of links to relevant material.

While the look and content of this website will change, I hope you will continue to find it a useful resource in your work.

I will miss the work and all of you, but am looking forward to this opportunity to shake the Etch A Sketch and start another kind of life—one that doesn’t involve filing deadlines and extensions and keeping up with pension legislation. Sounds pretty good, doesn’t it!

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