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, ...

A one-participant plan does not have to file Form 5500-EZ for the 2025 plan year if the total of the plan’s assets and the assets of all other one-participant plans maintained by the employer at the ...

The lazy days of summer are upon us, but before you head out on that much-deserved vacation, remember to get your Employee Retirement Income Security Act reporting affairs in order. Processing Content ...

In response to the COVID-19 pandemic, the IRS has automatically extended the deadline for certain ‎retirement and welfare plans to file Form 5500. IRS Notice 2020-23 provides that tax returns, ...

NEW YORK, Jan. 8, 2024 /PRNewswire/ -- Wolters Kluwer's ftwilliam.com, the market's leading provider of content and solutions for retirement plan service providers, is announcing its most successful ...

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, ...

Financial advisors who are knowledgeable about IRS Form 5500 can detect a wide variety of issues that represent untold opportunities for advisors to demonstrate their expertise and advise retirement ...

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 ...

ADP has introduced Simplified 5500 Compliance Reporting Process, the second phase of its enhanced Compliance Dashboard for streamlining the Form 5500 reporting requirements for employee benefit plans.