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File a Retirement Plan Return or Report

Form 5500 Corner for the annual reports of an employee benefit plan:

  • 5500, Annual Return/Report of an Employee Benefit Plan
  • 5500-EZ, Annual Return of One-Participant Retirement Plan
  • 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan
  • 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits
  • 5558, Application of Extension of Time to File Certain Employee Plan Returns

Form 5330 Corner for excise tax returns

Form 8955-SSA Resources for reports on deferred vested benefits

Form 8822-B to report a change in identity of a plan's responsible party

All retirement plan forms and publications

Notices to plan participants

DOL and PBGC requirements

Determinations

Additional resources

 

Page Last Reviewed or Updated: 20-Mar-2014