May also be referred to as the Department of Labor (DOL)/Pension Benefit Guaranty Corporation (PBGC) Form 5500.
You’ll be able to complete the Form 5500 data collection questionnaire, review the Form 5500, and edit/make corrections to the Form 5500 prior to submitting—all via the plan sponsor secure website*. To-Do List tasks are used to provide prompts/reminders to help ensure key deadlines are met.
Principal provides a dedicated 5500 Plan Audit Support service through both a call center and email.
If you are currently using Findley as a Form 5500 service provider, there will be no changes to those services; you’ll continue to be able to leverage Findley for those same Form 5500 servicing needs.
Annual retirement plan participant notices, notices of change, etc. may be sent by mail or through electronic delivery, such as work email, if certain requirements are met.
A bounce back verification process is used to determine those that don't have a current email and need to be printed and mailed.