We are just past the “official” start of summer, which means it is time for sponsors of retirement plans and many health and welfare plans to think about preparing and submitting Form 5500. In this ...

The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Every retirement plan, ...

The Department of Labor announced its annual revisions to Form 5500 Thursday. The DOL updates Form 5500 annually to keep it up-to-date with various regulatory changes. All employee benefit plan ...

The unveiling of the revised Internal Revenue Service Form 5500 comes with both relief and trepidation. The form promises to improve the transparency of 401(k) plan fees but will be costly and ...

In 2007, the Department of Labor (DOL) published rules requiring plans subject to the annual reporting requirements of Title I of ERISA to electronically file the Form 5500 annual report. The DOL ...

Understanding when and what type of a 401(k) audit is needed — and what that audit will entail — can help keep a company’s plan in compliance with IRS and Department of Labor requirements. Start by ...

Potentially millions more long-term, part-time employees are now eligible to join 401(k) retirement plans, thanks to recent legislation, and there's a new method of counting defined contribution ...

Regulators on Tuesday issued a proposal that would allow groups of defined contribution plans to file a single Form 5500 annual return. The Setting Every Community Up for Retirement Enhancement Act, ...