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Employee Benefits

10 Questions About Form 5500 and Audit Requirements + 8 Quick Tips! from BlueLion LLC


Have you recently introduced a new retirement plan at your company? Perhaps you’re new to the process and filing a Form 5500. How does it work? Do you need an audit?

We answer these questions and more below, giving you the complete breakdown of:

  • Form 5500 Basics
  • Form 5500 audit requirements
  • Quick tips to ensure compliance

Read on to learn more about this important employee benefits requirement and avoid serious penalties.