For more stories like this, sign up for the PLANSPONSOR NEWSDash daily newsletter.
Products April 22, 2013
PwC Releases ERISA Reporting Guide
April 22, 2013 (PLANSPONSOR.com) – PwC released its 2013 ERISA Reporting and Disclosure Guide.
Reported by PLANSPONSOR staff
The 2013 Guide to ERISA Reporting and Disclosure was prepared by PwC’s Human Resource Services practice to help plan sponsors, plan administrators, plan trustees, attorneys and accountants comply with the reporting and disclosure requirements of the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code (IRC) .
The guide is useful in:
- Identifying forms to be filed and distributed annually;
- Developing controls for compliance, including an internal calendar for reporting and disclosure;
- Determining and coordinating reporting and disclosure items for actuaries, attorneys and accountants to prepare;
- Identifying special reporting and disclosure requirements for plan installation, amendment, termination, etc.;
- Evaluating administrative considerations in establishing a new or supplemental plan; and
- Advising on responsibility for compliance with the reporting and disclosure rules.
You Might Also Like:
2024 PLANSPONSOR National Conference On Demand
Recorded sessions provide valuable insights and education on plan administration and compliance, equipping plan sponsors with the knowledge needed to...
What Does the End of Chevron Deference Mean for the DOL?
It could mean more lawsuits and overturned rules related to retirement plans.
Non-Insurer Plaintiffs Join ACLI in Fiduciary Rule Lawsuit
FSI and SIFMA are also asking for the Retirement Security Rule to be vacated.