The “Changes to Note” section of the 2016 instructions highlight important modifications to the Form 5500 and Form 5500-SF and their schedules and instructions. The U.S. Department of Labor’s (DOL)’s ...

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. Every retirement plan, ...

While an employee benefits firm may handle most retirement plan functions, San Antonio-area employers need to be aware of filing requirements associated with the Employee Retirement Income Security ...

The Employee Retirement Income Security Act (ERISA) imposes an annual reporting obligation on welfare and retirement benefit plans. In general this reporting requirement is met by annually filing a ...

Historically, Form 5500 has served primarily as an information return used by plan administrators and employers to satisfy their reporting obligations under the Employee Retirement Income Security Act ...

Human resource departments and plan sponsors are very familiar with the Form 5500. Regardless of size, retirement plans governed by the Employee Retirement Income Security Act are subject to annual ...

Regulators on Tuesday issued a proposal that would allow groups of defined contribution plans to file a single Form 5500 annual return. The Setting Every Community Up for Retirement Enhancement Act, ...

Commentary: Draft versions of forms and publications issued by the Internal Revenue Service often reveal agency intentions with respect to purpose or function. Two Form 5500 draft documents released ...

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