We are just past the “official” start of summer, which means it is time for sponsors of retirement plans and many health and welfare plans to think about preparing and submitting Form 5500. In this ...

The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Every retirement plan, ...

In response to the COVID-19 pandemic, the IRS has automatically extended the deadline for certain ‎retirement and welfare plans to file Form 5500. IRS Notice 2020-23 provides that tax returns, ...

ADP has introduced Simplified 5500 Compliance Reporting Process, the second phase of its enhanced Compliance Dashboard for streamlining the Form 5500 reporting requirements for employee benefit plans.

The Department of Labor announced its annual revisions to Form 5500 Thursday. The DOL updates Form 5500 annually to keep it up-to-date with various regulatory changes. All employee benefit plan ...

Attention: Retirement Plan Sponsors! It is essential to stay current with the ever-changing world of employer sponsored retirement plans. Changes occur regularly, so keeping up can help your plan ...

Potentially millions more long-term, part-time employees are now eligible to join 401(k) retirement plans, thanks to recent legislation, and there's a new method of counting defined contribution ...

Understanding when and what type of a 401(k) audit is needed — and what that audit will entail — can help keep a company’s plan in compliance with IRS and Department of Labor requirements. Start by ...