Blog
June 17, 2025
Attention Employers Using a Third-Party Administrator for Your Retirement Plan
Just because you partner with a third-party administrator (TPA) doesn't mean your Form 5500 filing responsibilities go away!
If you sponsor a retirement plan—like a 401(k)—you must file Form 5500 annually with the IRS and Department of Labor. This crucial form ensures your plan remains compliant, transparent, and in good standing with federal regulations.
Why does integration matter? Failure to file can result in significant penalties and put your plan at risk. Even with a TPA, the ultimate responsibility falls on you, the employer/plan sponsor.
✅ At Benefit Equity Inc., our trusted advisors work closely with employers to ensure accurate, timely filings and ongoing compliance. We provide the clarity and support you need to meet your obligations confidently.
Filing deadline: July 31 for calendar-year plans. Don't wait!
Learn more about Form 5500 requirements and how BEI can support your compliance efforts: www.benefitequity.com.
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