5500

The Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation jointly developed the Form 5500 Series so employee benefit plans could utilize the Form 5500 Series forms to satisfy annual reporting requirements under Title I and Title IV of ERISA and under the Internal Revenue Code.

The Form 5500 Series is an important compliance, research, and disclosure tool for the Department of Labor, a disclosure document for plan participants and beneficiaries, and a source of information and data for use by other Federal agencies, Congress, and the private sector in assessing employee benefit, tax, and economic trends and policies. The Form 5500 Series is part of ERISA’s overall reporting and disclosure framework, which is intended to assure that employee benefit plans are operated and managed in accordance with certain prescribed standards and that participants and beneficiaries, as well as regulators, are provided or have access to sufficient information to protect the rights and benefits of participants and beneficiaries under employee benefit plans.

(www.dol.gov)

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Important Notice to Our Customers and Partners

REGARDING COVID-19: as Clark County enters Phase 2, we are pleased to once again allow on-premises visits from our customers. However, many of our crew will continue to primarily opt for telework for the time being, and we are limiting building capacity to 50%.

Therefore we prefer that you make an appointment in advance so you can be assured your representative will be present.

We are taking every precaution to make sure our building is safe for everyone. Our phones remain staffed from 8:30am-5pm, M-F, and if you want to email your representative directly but don’t have their info, you may find it here.

Thank you for your patience.