New information regarding IRAs has been published per the Secure Act 2.0, signed into law on December 29th, 2022. Please click here to access and download.

Retirement Plan Reports for Qualified Plan Holders Due Today!

Published on July 31, 2012

If you are filing today, you must use the EFAST2 efiling system found at www.efast.dol.gov unless you are allowed to file a paper return due to an exception.

For those clients who invest in SEP or SIMPLE IRAs, you are not required to file the Annual Return/Report of Employee Benefit Plan.

For more information and details on how to file, view the instructions to the form here.

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