Newsletter: As Center members gear up for the mid-October Form 5500 filing deadline for extended returns, we wanted to make you aware of valuable Form 5500 resources and of significant changes to the 2006 Form 5500 and the Form 5500-EZ
Published on August 25, 2011

Parties in Interest and Prohibited Transactions Resource Center

Overview: Section 3(14) of ERISA defines a party in interest to include, among others, fiduciaries or employees of the plan, any person who provides services to the plan, an employer whose employees are covered by the plan, an employee organization whose members are covered by the plan.
Published on March 05, 2013

403(b) Plan Resource Center

Checklist: Find general information on AICPA.org about IRC section 403(b) retirement plans and DOL regulations requiring annual financial statement audits for ERISA-covered 403(b) plans.
Published on March 22, 2013

Page 1

Showing results 1 – 3 of 3

Show Results per page

Related AICPA Products

Interactive Tax Checklists

Gain efficiency this tax season with AICPA's Interactive Tax Checklists, an online tax planning tool. Based on the popular Tax Practice Guides & Checklists from the AICPA Tax Section, you get the gold standard content you trust in an interactive digital environment.

Managing Your Tax Season

Significantly improve your tax season system with this hands-on guide filled with checklists, sample letters, and worksheets. Learn to make the most of your staff’s time and skills, and find out how to keep your clients happy while effectively managing workflow during the busiest time of your year.

Accountant's Business Manual (with CD-ROM Toolkit)

AICPA's Accountant's Business Manual has proven to be a dependable complete "quick answer book" for a wide array of business, legal, tax and financial questions.