(b)lines Ask the Experts – Why Some 403(b)s May Delay Form 5500 Filing
“I am fairly new to the employee benefits field, but was shocked to find that our employer, a private university,...
Tag: 5500
(b)lines Ask the Experts – Must Form 8955-SSA Be Filed Electronically?
“I have received conflicting information as to whether Form 8955-SSA is required to be filed electronically. Can the Experts clarify?”
(b)lines Ask the Experts – When the Individual Who Signed Form 5500 Retired
“We are starting preparations for our retirement plan’s Form 5500 annual return filing; however, the individual who signs our returns...
Board Proposes New Standards for ERISA Plan Audits
The proposal addresses the auditor’s responsibilities to form an opinion and report on the financial statements of ERISA plans, and...
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JMM CPA Offers New Approach to Retirement Plan Audits
The firm’s new approach is to perform testing on a quarterly basis.
Bill Aims to Help Small Businesses Aggregate Form 5500s
Under the proposed bill, to file an aggregated Form 5500, the retirement plans would need to have the same trustee,...
(b)lines Ask the Experts – Form 5500 Filings With Change in Plan Year
“Our hospital sponsors a large Employee Retirement Income Security Act (ERISA) 403(b) plan.
The Basics About Form 5500s
What the DOL and IRS want to know about your retirement plan
The Best of PLANSPONSOR Magazine Columnist Stephen Saxon
Groom Law Group attorney Saxon writes opinion and advice on the legislative and regulatory changes affecting plan sponsors today.
Groups Ask Agencies to Pull Back on Form 5500 Modernization
Industry groups cite higher costs and burdens on employers, as well as the inevitability of “more frivolous litigation.”
Court Imposes Hefty Penalty for Failure to Provide Documents
A federal court also determined the 401(k) plan sponsor did not provide a required independent financial audit along with its...
Regulators Release Informational Copies of 2016 Form 5500
The IRS says retirement plan sponsors can still skip some compliance questions on the form.
(b)lines Ask the Experts – Form 5500 Filing Tips
“We are preparing to file or 2015 Form 5500s for our ERISA retirement plans? Any last-minute filing tips from the...
Form 5500 Reporting on Missing Participants Clarified by IRS
An IRS announcement will surely be welcome news to some plan sponsors, who have increasingly cited the issue of missing...
Form 5500 Process Changes Announced for PR Plans
Retirement plans qualified in Puerto Rico should have an easier time filing required annual documentation under recent rule changes.
Plan Sponsors Can Skip Compliance Questions on Form 5500
Once “strongly encouraging” plan sponsors to answer the new questions, the IRS is now telling them to skip them.
(b)lines Ask the Experts – Is the Form 5500 Extension Deadline Extended?
“I heard that there was an additional month added to the extended deadline for Form 5500 filings, so that calendar...
Form 5500 Will Dig Deeper Into Compliance
Some plan sponsors can answer the new compliance questions on paper, shielding them from public scrutiny online.
IRS Compliance Priorities for 2016 Similar to 2015
Current Internal Revenue Service employee benefit plan examinations initiatives heading into 2016 match closely the priories announced for the year...
Form 5500 Deadline Extension Repealed
A provision in a new law will return Form 5500 deadlines to what they were before the Surface Transportation and...