IRS Finds Widespread Final 5500 Errors
May 20, 2014 (PLANSPONSOR.com) – The majority of final Form 5500s reviewed during a recent Internal Revenue Service (IRS) compliance...
Tag: 5500
(b)lines Ask the Experts – IRS Relief for Late Form 5500s
May 20, 2014 (PLANSPONSOR (b)lines) – “I read a recent article in (b)lines which indicated the Internal Revenue Service (IRS)...
IRS Provides Relief for Late Form 5500 Filers
May 12, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is providing penalty relief for certain late filers of Form...
Plan Financial Audits May Uncover 'Red Flags'
April 17, 2014 (PLANSPONSOR.com) – When performing annual retirement plan financial audits, plan sponsors and their auditors should look for...
Benefits |
Fiduciary Liability and Form 5500 Reporting
March 18, 2014 (PLANSPONSOR.com) – Retirement plan sponsors can outsource much of the work involved in filling out and filing...
PBGC Proposes Form 5500 Modifications
February 20, 2014 (PLANSPONSOR.com) - The Pension Benefit Guaranty Corporation (PBGC) requests the Office of Management and Budget (OMB) extend...
DOL Releases Updated Form 5500
December 5, 2013 (PLANSPONSOR.com) – The Department of Labor (DOL) has released informational copies of the new Form 5500.
ASPPA Calls for Adjustments to Magnetic Media Regulations
October 23, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) made several recommendations to the Internal...
(b)lines Ask the Experts – Avoiding Form 5500 Errors
October 1, 2013 (PLANSPONSOR (b)lines) – “I recently received my “signature-ready” 2012 5500 filing that is due on October 15th,...
Form 5500 Data Shows DBs Boosted Retirement Plan Assets
September 5, 2013 (PLANSPONSOR.com) – The Department of Labor’s (DOL) Employee Benefit Security Administration (EBSA) has released Form 5500 data...
ASPPA Asks DOL to Improve Form 5500
July 29, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) has asked the U.S. Department of...
IRS Provides Form 5500 Filing Tips
July 29, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has made available a video of Form 5500 and extension...
DOL Requests Clarification on Form 5500 Filings
July 29, 2013 (PLANSPONSOR.com) – Some employers that have filed a Form 5500 have received a “Request for Clarification” from...
(b)lines Ask the Experts – Delaying Form 5500 Reporting
July 9, 2013 (PLANSPONSOR (b)lines) - "As I was enjoying the July 4th Holiday, I found myself waxing nostalgic for...
Regulators Release Informational Form 5500s
December 4, 2012 (PLANSPONSOR.com) – Regulators released advance informational copies of the 2012 Form 5500 annual return/report and related instructions.
Avoiding Audits Following Fee Disclosure
October 19, 2012 (PLANSPONSOR.com) – Following the final Department of Labor (DOL) 408(b)(2) and 404(a)(5) regulations, many providers and plan...
IRS Issues Guidance for Extensions of Form 8955-SSA
June 21, 2012 (PLANSPONSOR.com) – Proposed regulations from the Internal Revenue Service (IRS) would add Form 8955-SSA to the list...
Benefits |
Issues Identified for 403(b) Plan Audits
January 20, 2012 (PLANSPONSOR.com) – Last year, Employee Retirement Income Security Act-governed 403(b) plans for the first time were required...
IRS Answers New Question About Form 8955-SSA
January 11, 2012 (PLANSPONSOR.com) – A new FAQ from the Internal Revenue Service addresses when a plan administrator may answer...
(b)lines Ask the Experts – Who Is Responsible for Reporting Form 8955-SSA Data?
January 10, 2012 (PLANSPONSOR (b)lines) – “I have heard about this new requirement from the IRS requiring me to report...