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Tips for Preparing Form 5500 | Wisconsin Benefits Advisors

At this time of year, many employers and benefit advisors begin preparing Form 5500, the annual report required for most employee benefit plans. Form 5500 must be filed with the federal government within seven months after the end of the plan year. For calendar-year plans, that means the plan’s 2020 Form 5500 is due August 2, … Continued

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