Retirement Plan Burden Survey

 

OMB #1545-2212

The Retirement Plan Burden Survey is an important project that can benefit the administration of your retirement plan and other plans as well.

We hear from taxpayers that the annual Form 5500 series reporting requirements are time consuming and expensive. We are conducting a survey of randomly selected retirement plans to learn more about those costs.

Your answers will help us estimate the amount of time and money it costs to comply with the annual Form 550 series reporting requirement. We also use this information to learn how to reduce taxpayer burden. All information provided will be used for research purposes only and participation is voluntary. We estimate that it will take about 10 to 15 minutes to complete the survey.

If you received an invitation letter, please click below to take the survey.

Take the survey