Tag: 5500

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.

Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online. 

The Department of Labor's Employee Benefits Security Administration (EBSA) has issued additional guidance in response to questions from plans and service providers on the requirements for reporting service...

For plan years beginning in 2009, the Department of Labor (DoL) has revised the fee disclosure schedule for Form 5500.

Have a question about electronically filing a Form 5500 report on the Department of Labor (DoL) Web site?

Morningstar, Inc., has launched a nationwide directory of retirement plan service providers.

BNY Mellon Asset Servicing has announced several enhancements to the online Form 5500 reporting capabilities of its Web portal Workbench.

They say that practice makes perfect--and for non-profit employers that sponsor 403(b) retirement plans, Principal Financial Group is offering to give them a chance to "practice."

Plan sponsors will get a walk-through of the 2009 Form 5500 reports and a new electronic filing Web site from a scheduled February 19 Webinar from the Department...

The Principal Financial Group has unveiled new tools to help plans comply with new disclosure mandates for the Form 5500 and new requirements for retirement plan financial statements...

The Hartford Financial Services Group, Inc., has launched a new educational campaign to help financial advisers review retirement plan clients' needs, improve plan designs, and enhance employee participation.