Filing & administration
Fiduciary
A person or entity that has a legal duty to act in another party's best interest. Under ERISA, plan fiduciaries must act solely in plan participants' interest, follow prudent processes, and document decisions.Last reviewed: · TMRW Benefits is a benefits brokerage, not a tax or legal advisor. Consult a CPA or attorney for situation-specific guidance.
More in Filing & administration
Form 5500
Annual ERISA report for plans with 100+ participants.
SPD (Summary Plan Description)
Plain-language plan explanation for participants.
Plan Document
Legal document establishing an ERISA plan.
Wrap document
Combines carrier certs with ERISA elements.
SAR (Summary Annual Report)
Annual Form 5500 summary for participants.
Form 1094-C / 1095-C
IRS ACA reporting forms for ALEs.
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