(b)lines Ask the Experts – Form 8955-SSA Data from Vendors
January 3, 2012 (PLANSPONSOR (b)lines) – “I noticed in your most recent Ask the Expert column that, though there were...
Tag: 5500
IRS Issues FAQs for New SSA Schedule for Form 5500 Filers
December 5, 2011 (PLANSPONSOR.com) – The Internal Revenue Service has posted frequently asked questions and answers to provide general information...
DoL Announces Form 5500 Version Selection Tool
September 19, 2011 (PLANSPONSOR.com) - With the change to an all electronic filing system and changes to the Form 5500...
DoL Announces Form 5500 Version Selection Tool
September 19, 2011 (PLANSPONSOR.com) - With the change to an all electronic filing system and changes to the Form 5500...
Plan Sponsors Affected By Hurricane Irene Granted Relief
September 15, 2011 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued an extension for plan sponsors impacted by Hurricane...
Products |
Plan Data Publisher Releases Form 5500 Data
August 22, 2011 (PLANSPONSOR.com) - Judy Diamond Associates, publisher of employee benefits industry prospecting tools and plan data, announced the...
Law Firm Reports 403(b) Compliance Issues
August 2, 2011 (PLANSPONSOR.com) – An ERISA Strategist report from law firm Constangy, Brooks & Smith LLP says 2010 was...
Benefits |
Additional 403(b) Reporting and Audit Problems Outlined
July 26, 2011 (PLANSPONSOR.com) - Even though Department of Labor FAB 2009-02 permits assets from a “deselected vendor” of a...
Benefits |
Additional 403(b) Reporting and Audit Problems Outlined
July 26, 2011 (PLANSPONSOR.com) - Even though Department of Labor FAB 2009-02 permits assets from a “deselected vendor” of a...
No More Reporting Relief for 403(b)s?
July 19, 2011 (PLANSPONSOR.com) – In a live Web chat with Phyllis Borzi, Assistant Secretary of Labor for the U.S....
Filing Date Extended for New SSA Form
June 21, 2011 (PLANSPONSOR.com) - The filing due date for the 2009 and 2010 Form 8955-SSA, Annual Registration Statement Identifying...
The Wait is Over for 2010 Form 5500 EZ
June 17, 2011 (PLANSPONSOR.com) – Those who have been waiting for the new Form 5500 EZ need...
(b)lines Ask the Experts – New Form 5500 SSA Schedule
June 7, 2011 (PLANSPONSOR (b)lines) – “I read in a recent Ask the Experts Column on small/frozen Plan 5500 filings...
ASPPA Proposes Extension for Form 8955-SSA Filing
June 2, 2011 (PLANSPONSOR.com) - The American Society of Pension Professionals & Actuaries (ASPPA) has requested that the Internal Revenue...
(b)lines Ask the Experts – Frozen Plan Now Small Plan for Audit Purposes
May 17, 2011 (PLANSPONSOR (b)lines) – “We have a 403b ERISA plan that filed a 5500 with an audit in...
Opinions |
Form 5500 Reporting – A Review
May 10, 2011 (PLANSPONSOR.com) - Before 2009, Form 5500 reporting for ERISA 403(b) plans was very limited. Beginning with the...
Products |
Free EBSA Webcast Focuses on Form 5500 Filing
April 26, 2011 (PLANSPONSOR.com) - The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) is sponsoring...
Council Recommends More Audit Relief for 403(b)s
April 26, 2011 (PLANSPONSOR.com) – The ERISA Advisory Council has recommended that the Department of Labor provide administrators of 403(b)...
ASPPA Recommends Form 5500 Exclusion of Pre-2009 Contracts
April 8, 2011 (PLANSPONSOR.com) - The American Society of Pension Professionals and Actuaries (ASPPA) recommends that the Department of Labor...
(b)lines Ask the Experts – Improving the Plan Audit Experience
March 29, 2011 (PLANSPONSOR (b)lines) – “We are a large ERISA 403(b) plan sponsor and our experience with our very...