May 26th, 2010
Sponsors and plan service providers with questions about the U.S. Department of Labor’s ERISA Filing Acceptance System (EFAST2) can listen to an upcoming Webcast to get some answers.
May 17th, 2010
ING’s U.S. Retirement Services business has launched a new tool to help retirement plan advisers unlock business opportunities from the Form 5500.
May 13th, 2010
The Employee Benefits Security Administration (EBSA) has announced that the EFAST2 electronic filing system for Forms 5500 and 5500-SF employee benefit plan annual reports has a new e-signature option.
March 24th, 2010
MetLife Resources, a division of MetLife, has made available IRS Form 5500 filing services to its 403(b) clients.
March 24th, 2010
The U.S. Department of Labor (DoL) has updated its frequently-asked-questions site dealing with EFAST2, the DoL electronic filing system for Form 5500 and related documents.
February 18th, 2010
USI Consulting Group has introduced a new EFAST2 Solution to assist its
Direct Solutions clients in meeting Department of Labor-mandated Form
5500 electronic filing requirements.
February 16th, 2010
The Hartford Financial Services Group has launched a new search engine,
which it said is designed to help financial advisers target potential
February 12th, 2010
The Department of Labor (DoL) has posted on its Web site six EFAST2
user guides to assist with electronically filing Form 5500 for 2009 and
later plan years.
February 10th, 2010
The Principal Financial Group has released two online tools to help
plan sponsors file their Form 5500 reports with the U.S. Department of
February 9th, 2010
PlanTools, LLC, has introduced an expanded suite of online tools that
automates the production of data for inclusion in the Department of
Labor's required Schedule C reporting.
February 4th, 2010
TIAA-CREF has introduced its new Signature-Ready Form 5500 Preparation Service, in collaboration with Deloitte.
Data & Research
February 1st, 2010
Although the new regulations governing 403(b) plans are already in
effect, many plan sponsors admit to not fully understanding certain
January 28th, 2010
The U.S. Department of Labor's Employee Benefits Security Administration has released to the public online datasets of Form 5500 annual report/returns for approximately 800,000 retirement, health, and other employee benefit plans.
January 25th, 2010
Employee benefits software provider ftwilliam.com has released its EFAST2 Form 5500 software.
January 19th, 2010
The SPARK Institute has released the final version of its guidelines on Form 5500 Aggregation for multiple-vendor 403(b) plans.
January 15th, 2010
A Department of Labor (DoL) administrative law judge has rejected the
appeal by a 401(k) plan administrator of an $86,500 civil penalty,
ruling that bankruptcy did not relieve the administrator of
requirements to properly file an annual report.
January 14th, 2010
The U.S. Department of Labor’s Employee Benefits Security
Administration (EBSA) will host a free Webcast about Form 5500 and
electronic filing requirements on January 21 at 1 p.m.
January 8th, 2010
Plan sponsors can now take full advantage of a new federal government
system for online filing of the required annual report to the Employee
Benefits Security Administration (EBSA) at the U.S. Labor Department.
December 16th, 2009
The SPARK Institute has released a draft of new guidelines for
ERISA-covered 403(b) plans that, due to new regulations, must now file
a full Form 5500.
October 27th, 2009
Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online.