Tag: 5500

EBSA Issues More Guidance on Form 5500 Schedule C

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 provider fees and other compensation on Schedule C of Form 5500.

EBSA Announces Online 5500 Walk-Through

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 of Labor's Employee Benefits Security Administration (EBSA).

Principal Toolkit Aids with Disclosures

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 (FAS No. 157).

Hartford Shows Advisers How to Use Form 5500

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.

Breaking Up

When is the right time to end a relationship with a client?

DoL Weighs In

Fiduciaries may have disclosure mandate not specified in law

Fees Are the Word

Washington has a full plate of retirement plan issues

Higher Standard

What advisers need to know about the 403(b) higher education market

Traps for the Unwary

Advisers need to get to work now to comply with new Form 5500 requirements

See Through

Advisers still headed for more fee transparency

The Same, but Different

Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans