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, Internal Revenue Service, and Pension Benefit Guaranty Corporation recently issued final rules on employee benefit plan annual reporting requirements that are effective for ...

The Department of Labor (DOL)’s Employee Benefits Security Administration (EBSA), the IRS and the Pension Benefit Guaranty Corporation (PBGC) released Wednesday informational copies of the 2021 Form ...

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 ...

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 ...

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 ...

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, ...

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.

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 ...