Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500 mavens. Mistakes on Form 5500, a key part of ...

In a new Field Assistance Bulletin, the DOL addresses a set of common errors made by multiple employer plans as they attempt to comply with a reporting rule introduced in 2014. The Department of Labor ...

We are just past the “official” start of summer, which means it is time for sponsors of retirement plans and many health and welfare plans to think about preparing and submitting Form 5500. In this ...

Financial advisors who are knowledgeable about IRS Form 5500 can detect a wide variety of issues that represent untold opportunities for advisors to demonstrate their expertise and advise retirement ...

The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. The form satisfies annual reporting and filing obligations set by the IRS. It's another ...

The Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”), adopted in December 2019, has increased the penalty that the IRS may impose on plan sponsors who do not timely file Form ...

The lazy days of summer are upon us, but before you head out on that much-deserved vacation, remember to get your Employee Retirement Income Security Act reporting affairs in order. Processing Content ...

NEW YORK, Jan. 8, 2024 /PRNewswire/ -- Wolters Kluwer's ftwilliam.com, the market's leading provider of content and solutions for retirement plan service providers, is announcing its most successful ...