5500 Filing Guide

The 5500 Filing Guide - One of the most innovative EFAST2 resources available!

Update Notice: The 2010 edition of The 5500 Filing Guide is now available!

Two ways to answer ALL your 5500 filing questions:

The Electronic Version

The electronic version of The 5500 Filing Guide is a state-of-the-art reference tool built right in to Relius Government Forms 5500 - designed to help save you hours of research time, by providing information for daily reference.

The readable format is accessible as you need it. With a single key stroke, you can find required annual Form 5500 rules for pension and welfare benefit plans. The 5500 Filing Guide is one of the best resources available for preparing your 5500 filings confidently and correctly. And, since it is included in Relius Government Forms 5500, can help you save time and energy that might otherwise be wasted on researching these rules elsewhere.

Written by Stephen Forbes, who practices as well as teaches these rules daily, The 5500 Filing Guide includes commentary with several practice filings, and specific IRS instructions for the 5500, 5500-EZ, and associated schedules. The Guide is context sensitive to Relius Government Forms 5500, and includes a glossary of terms and key links to EFAST2, EBSA, IRS and other Web sites, as well as various areas of the SunGard Web site.

The Print Version

The print version of The 5500 Filing Guide is a valuable aid when you’re preparing the required annual Form 5500 filings for your pension and welfare benefit plans. The 5500 Filing Guide teaches what's behind all the rules, helping preparers understand not only what the government requires - but also why. The 5500 Filing Guide is one of the best resources available for preparing your 5500 filings confidently and correctly.

The 5500 Filing Guide gives you an in-depth look at, and fully examines, the 2009 forms. Presented in a pleasing, readable format, it can help save you the time and energy of researching these rules elsewhere. This highly regarded, comprehensive EFAST resource provides:

  • EFAST2 filing procedures
  • Schedule C reporting guidance
  • 403(b) Plan filing requirements
  • Revised Form 5500-EZ filing requirements
  • Revised Form SSA (8955)
  • Changes to Form 5500 and schedules
  • Amending Form 5500 under mandatory eletronic filing

NEW for the 2010 Edition (for plan year 2009): The Print Edition includes the printed version as well as access to a PDF version. Bookmark and search features will allow you to find answers to your questions faster!

The value of the answers you receive and the research time you save will be well worth the cost of this book.

 Order the Electronic or Print Edition of The 5500 Filing Guide today!

Order by Fax: Order by Mail:
(904) 399-0519 SunGard
Attn: Order Processing/Accounting Attn: Order Processing/Accounting
  PO Box 47470
  Jacksonville, FL 32247-7720