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These are other
relevant forms to your pension plan that are either used infrequently,
once,
or never depending on your situation and needs.
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5330 Form
This is the main form of
your 5500 package. This form needs to be signed by the
plan administrator and the employer, who frequently is
the owner of the company. For most small plans the plan
administrator and the employer are the same. Yes you do
have to sign in both places.
The Form 5500 Annual Return/Report is
used to report information concerning employee benefit
plans and Direct Filing Entities (DFEs). Any
administrator or sponsor of an employee benefit plan
subject to ERISA must file information about each plan
every year (Code section 6058 and ERISA sections 104 and
4065). |
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2848 Form
This is a power-of-attorney form.
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8821 Form
The Tax Information Authorization form is
used if you want the to allow someone else
access to your tax information directly from
the IRS. Basically it is a type of
power-of-attorney. |
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