PBGC Offers Substantial Detail on Hurricane Harvey Relief
The disaster relief announcement provides significant leeway relating
to PBGC deadlines and penalties for impacted employers and sponsors, both for single and for multiemployer plans.
Tag: 5500
Hurricane Harvey Victims Get Relief from Regulators
The relief includes relaxed rules for hardships and loans and relaxed deadlines for filings and disclosures.
Bill Would Reduce Retirement Plan Costs for Small Employers
A bill introduced to lawmakers directs the DOL and the Treasury Department to allow employers and sole-proprietors participating in retirement plans administered in the same way to file a single aggregated Form 5500.
IRS Updates Reporting Disclosure Guide
The Reporting and Disclosure Guide for Employee Benefit
Plans was prepared by the IRS as a quick reference tool for certain basic
reporting and disclosure requirements under ERISA and the IRC.
Everything You Wanted to Know About Form 5500
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.
PANC 2016: Washington Insights
A look at the latest legislative, regulatory and judicial developments
Plan Data Intelligence ReSource Revealed by ERISApedia
The Plan Data Intelligence ReSource from ERISApedia.com
offers “powerful online data mining of the most current Form 5500 filings.”
IRS Clarification Eases Missing Participant Form 5500 Concerns
As long as plan sponsors make (and document) a reasonable
effort to locate missing participants and benefices, they can leave alone Lines
4I of the Schedule H and I of the Form 5500 and 10f of the Form 5500-SF.
Regulators Propose Form 5500 Annual Report Modernization
The IRS, EBSA and the PBGC want to simplify and improve the
process of creating and submitting the Form 5500 for employers.
PR Treasury Department Updates Form 5500 Treatment
The Puerto Rico Treasury Department recently changed the annual reporting requirements for employer-sponsored retirement plans.
No Need to Answer New Form 5500 Compliance Questions
Instructions from the IRS now tell plan sponsors to skip them.
Understanding the IRS Employee Plans Compliance Unit
EPCU projects are a kinder, gentler way to ensure retirement plans comply with regulations.
Form 5500 Filing Extension Extended
Also extended is a provision in prior pension reform
allowing over-funded pensions to use their excesses to fund retiree health and
life insurance benefits.
IRS Provides Summary of Form 5500 Changes
The Form 5500 filing deadline is July 31 for calendar year-end retirement plans.
AICPA Strives to Enhance Plan Audit Quality
A study by the DOL has alerted the AICPA to some issues with retirement plan financial audits.
IRS Shares Tips for Avoiding Form 5500 Scrutiny
The IRS revealed Form 5500 errors it found during various compliance projects, which could cause a plan to be selected for a compliance check.
ERISApedia Provides Answers and Discourse
The launch of ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important retirement industry materials.
Nondiscrimination Testing: Good Value Add?
The complexity of testing a plan can be one way to justify higher fees, says an ERISA plan administration business development specialist.
DOL Puts Out Form 5500 Advance Copies
Retirement plan advisers get a glimpse of any changes in Form 5500 filing requirements from the newly released advance copies from the Department of Labor.
Form 5500 Precision Is All in the Details
Sometimes, Form 5500 errors can come down to something as simple as a single number. Here are some goofs for retirement plan advisers to keep an eye out for.