Tag: Form 5500

Modifications include updates in response to the SECURE Act.

While implementing a request for proposals (RFP) isn’t necessary for every plan, issuing one can be a crucial step in...

There are two proposed changes, and comments are also requested about ways to enhance the information collected and to minimize...

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

Among other notable changes, the Form 5500’s Line 23 has been revised to eliminate mortality table options that are not...

The PBGC anticipates that providing plans with three available counting methods will allow each plan to choose the one that...

The Department of Labor (DOL) found more than 100 multiple employer plans (MEPs) in violation of a requirement to include...

Modifications to the Form 5500 and Form 5500-SF and their schedules and instructions have been highlighted.

A new feature of ERISApedia.com's Employee Benefit Plan Audit Prospecting ReSource provides insight into plan auditor rotation strategies of a prospective...

“I work for a third-party administrator (TPA) firm that has a new private tax-exempt client which started a 403(b) plan...

IRS compliance questions have been removed from the form.

“As we are preparing to finalize our 2016 Form 5500s in time for the extended deadline, a colleague of mine...

The agency is proposing two modifications for multiemployer plans and one modification for single-employer plans.

The IRS is loosening hardship withdrawal and loan rules, and the DOL announced postponed deadlines for Form 5500 filing, among...