It is the only Form 5500 series publication that offers detailed line-by-line guidance on completing the forms and related schedules, along with sample filled-in pages for each form or schedule item explanation. Charts, tables, and sample attachments provide still additional guidance.

With delivery through Checkpoint, you will have fast, easy access to the information that you need via your Web browser -- whether you’re in the office or working offsite. Our powerful search engine offers you many options (including keyword and table-of-contents searching) to locate the information that you’re seeking. The publication's special "Form-Line Finder" search template (accessible at the left of the Checkpoint® screen) allows a user to locate quickly a specific form or schedule or even a specific line on a particular form or schedule in the Return Guide. For example, if you wanted information on Line 4 on Form 5500 for the year 2004, you would enter this information in the search template and click "GO."

The Employee Benefit Plan Return Guide is the only published guide a plan administrator or sponsor needs in fulfilling its annual reporting obligation.