Tag: Form 5500

They include revisions to codes for pension-linked emergency savings accounts and instructions for benefits payable in annuity form.

A holding company has agreed to settle a lawsuit that alleged fiduciaries of its ESOP plan enriched themselves and shortchanged...

Plaintiffs' attorneys have the potential to use AI to identify and speed case selection.

A lawsuit against the Pennsylvania-based company has alleged the plan’s recordkeeper fees were higher –than average and that the plan...

Retirement plan participants alleged fiduciary breaches occurred within the Houston-based health care system’s 401(k) and 403(b) plans.  

Morningstar policy brief analyzes the impact of the Department of Labor Retirement Security Rule. 

A federal court in Maryland ordered a defunct engineering company and its owner to pay $388,458 to restore missing contributions...

Defined Contribution Groups—DCGs—offer another option for sponsors seeking to simplify some administrative tasks.

The Pension Benefit Guaranty Corporation has escalated legal proceedings against a pension plan sponsor that allegedly stopped paying insurance premiums,...

Federal agencies are looking for comments on how to make overall improvements to the current disclosure and reporting system. 

The DOL and IRS have both issued updates for the three composite plan types.

Several schedules have been updated to reflect regulatory changes from both the DOL and IRS.

Schedules DCG and H, among others, will be modified for disclosures filed next year.

The plan applied for special financial assistance but was denied because the pension fund had previously been terminated.

Lawyers for the plaintiff, a third-party administrator, alleged identical claims against each defendant.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

The plan provider aims to gain greater market share of retirement 401(k) plans and has debuted a starter product for...

The Plasterers and Cement Masons Local No. 94 Pension Fund will see a full restoration of cut benefits.

The plan’s former trustee, Reliance Trust Company, settled a complaint following an investigation.

Users must obtain new sign-on credentials by December 31, according to the Department of Labor.