Avoid IRS penalties: How advisers can streamline federal filings

Published 5 Min Read

Exterior of the IRS building
Bloomberg

  • What’s at Stake: Late or inaccurate filings risk penalties, governance questions and ERISA enforcement exposure.
  • Expert Quote: “Paper submissions are the worst approach, creating backlogs and penalties,” says Simple720 CEO Sanju Sriram.
  • Supporting Data: About 16 million federal excise tax returns are filed annually; most still not e-filed.
  • Source: Bullets generated by AI with editorial review

With the peak corporate compliance season approaching, employers and their advisers are once again preparing for a concentrated stretch of mandatory federal filings. Between March and July, self-insured employers must navigate a series of recurring excise tax and benefits compliance requirements, many of which involve different agencies, deadlines and data sources. 

Bruce Shutan
Contributing writer

Bruce Shutan is an Employee Benefit News contributing writer based in Portland, Oregon.


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