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401k FedForms

a complimentary service for 401(k) Easy clients



401k FedForms Is FREE


Topics Covered


Annual Updates


Not Tax Advice

[topic 1]

401k FedForms Is FREE

Keep your 401k rolling with 401k FedForms

The 401(k) Easy plan administration software collects most of the information needed to complete 401k-related federal reporting forms and schedules.

-- As part of your 401(k) Easy package you receive access to 401k FedForms (www.401kfedforms.com), a website designed to simplify your federal reporting process.

-- 401k FedForms shows you which IRS Forms and Schedules are relevant to your particular 401k plan.

-- 401k FedForms' annotated versions of each Form and Schedule tell you where within your 401k plan administration software to find needed information.

-- There is no extra charge for 401k FedForms; it's part of your 401(k) Easy package.

-- With 401k FedForms, even first time filings are easy!

[topic 2]

Topics Covered

401k FedForms topics include...

-- Gathering the Information You Need (from your customized 401k plan administration software)

-- Determining the IRS Forms and Schedules You Need to Complete

-- Help with completing Form 1096

-- Help with completing Form 1099-R

-- Help with completing Form 5500-EZ

-- Help with completing Form 5500

-- Help with completing Form 5558

-- Help with completing Form 945

-- Help with completing Schedule H (limited instruction only but not applicable to most 401(k) Easy plans because only relevant to plans with more than 100 eligible employees)

-- Help with completing Schedule I

-- Help with completing Schedule P

-- Help with completing Schedule T

-- Help with completing your plan's Summary Annual Report (ready-to-complete PDFs are available for download)

-- Calculation worksheets

Visit www.401kfedforms.com for a preview.

[topic 3]

Annual Updates

We update 401k FedForms at least annually to match the current applicable IRS Forms and Schedules and Summary Annual Report requirements.

[topic 4]

Not Tax Advice

401k FedForms is a complement to, not a replacement for, published IRS instructions.

-- 401k FedForms is meant to simplify our 401k clients' federal reporting by helping them quickly locate pertinent information.

-- 401k FedForms is not meant to offer tax or financial advice.

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