Articles
2025 Instructions for Form 5500
2025 Form 5500 Instructions
Annual Return/Report of Employee Benefit Plan
View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code
General Instructions
EFAST2 Pr...
2025 Instructions for Form 5500-SF
2025 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Plan Characteristic Codes
Table of Contents
Changes to N...
2025 Instructions for Form 5500-EZ
2025 Instructions for Form 5500-EZ
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
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Table...
2025 Instructions for Schedule A
2025 Instructions for Schedule A (Form 5500)
Insurance Information
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Table of Contents
General Instructions
Who Must File
Specific...
2025 Instructions for Schedule C
2025 Instructions for Schedule C
(Form 5500)
Service Provider Information
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Table of Contents
General Instructions
Who Must File
...
2025 Instructions for Schedule D
2025 Instructions for Schedule D
(Form 5500)
DFE/Participating Plan Information
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Table of Contents
General Instructions
Purpose of Sc...
2025 Instructions for Schedule DCG
2025 Instructions for Schedule DCG
(Form 5500)
Individual Plan Information
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Table of Contents
General Instructions
Purpose of Schedule ...
2025 Instructions for Schedule G
2025 Instructions for Schedule G
(Form 5500)
Financial Transaction Schedules
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Table of Contents
General Instructions
Who Must File
...
2025 Instructions for Schedule H
2025 Instructions for Schedule H (Form 5500)
Financial Information
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Table of Contents
General Instructions
Who Must File
Spe...
2025 Instructions for Schedule I
2025 Instructions for Schedule I (Form 5500)
Financial Information - Small Plan
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Table of Contents
General Instructions
Who Must File
...
2025 Instructions for Schedule MB
2025 Instructions for Schedule MB
(Form 5500)
Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
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Table of Contents
Gen...
2025 Instructions for Schedule MEP
2025 Instructions for Schedule MEP (Form 5500)
Multiple-Employer Retirement Plan Information
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Table of Contents
General Instructions
Who Must Fil...
2025 Instructions for Schedule R
2025 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
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Table of Contents
General Instructions
Purpose of Schedule ...
2025 Instructions for Schedule SB
2025 Instructions for Schedule SB
(Form 5500)
Single-Employer Defined Benefit Plan Actuarial Information
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Table of Contents
General Instructions
...
Form 5558 Instructions
Form 5558
Application for Extension of Time To File Certain Employee Plan Returns
(January 2025)
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Table of Contents
General Instructions
Future Developments
...
2025 Annual Funding Notice (AFN) Instructions
Annual Funding Notice
View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart
DOL Guidance
4/3/2025 Field Assistance Bulletin No. 2025-02
Appendix 1- Secure 2.0 ...
2025 Summary Annual Report (SAR) Instructions
Instructions for SAR checklist and Regulations Relating to the Summary Annual Report
General Information
Line 1a. Plan Name
Line 1b. Plan Type
Line 2a. SAR Instructions
Line 2b. Custom Instructions
Lin...