Tag: 5500

The Internal Revenue Service (IRS) has made available a video of Form 5500 and extension filing tips.

Some employers that have filed a Form 5500 have received a “Request for Clarification” from the U.S. Department of Labor (DOL).

The Securities and Exchange Commission (SEC) released the schedule for its upcoming Compliance Outreach Program regional seminars.

Regulators are offering relief for certain payment and filing deadlines for plan sponsors affected by the recent storms in Oklahoma.

What regulatory changes are in store for retirement plans? 

The Department of Labor has released informational copies of the 2011 Form 5500 annual report. 

The U.S. Department of Labor has released the Form 5500 Version Selection Tool to help plan sponsors determine which version of the form to use and which schedule...

At last week’s Northeast Area Benefits Conference, co-sponsored by the IRS and ASPPA, two Certified Public Accountants discussed the many moving parts of a retirement plan audit.  

Those who have been waiting for the new Form 5500 EZ need wait no longer.

ASPPA and a group of 403(b) plan professionals have renewed their appeal to the government for additional relief for 403(b) sponsors struggling to meet new compliance requirements of...

A review of the Form 5500 filings from 2008 confirms what even the most casual pension observer knows.

The dictionary defines the word, “solution” as the “answer to or disposition of a problem.”

The U.S. Department of Labor’s Employee Benefits Security Administration announced that the owner of Philadelphia Pension Planning Corp. has been sentenced for making a false statement in a...

The Internal Revenue Service announced that some requests for an extension of Form 5500 filing have been inadvertently denied and plan sponsors received denial letters in error.

Pension software provider BLAZE SSI and preapproved document provider McKay Hochman have worked out an agreement allowing the two companies to exchange data between their respective systems.

Even though the U.S. Department of Labor (DoL) has already turned down a similar request, The American Society of Pension Professionals & Actuaries (ASPPA) has also asked for...

Paychex offers clients a solution for electronically reviewing, signing, and transmitting Form 5500 to the U.S. Department of Labor (DoL) through the Paychex Online Retirement Services Web site.

The SPARK Institute has released for public comment draft Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500.

Beginning with returns for the 2009 plan year, the Schedule SSA has been eliminated as a schedule of the Form 5500 annual return/report and is replaced with Form...

OppenheimerFunds Retirement Services announced new tools to help plan sponsors and financial advisers "navigate the changing regulatory landscape."