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 DOL’s Employee Benefits Security Administration (EBSA), along with the Internal Revenue Service (IRS) and the Pension Benefit Guaranty Corporation (PBGC), released informational copies of the 2013 ...
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 ...
On July 24, 2019, the Department of Labor (the “DOL”) issued Field Assistance Bulletin 2019-01 (the “Bulletin”), which provides transition relief to multiple employer plans (“MEPs”) that failed to ...
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 ...
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 ...
The only things certain in life are death and taxes," Ben Franklin famously said. If you file a Form 5500 on behalf of your company's pension or health and welfare plans, the filing deadline for ...
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 ...
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Your article was successfully shared with the contacts you provided. Close to 700,000 retirement plans filed a Form 5500 in 2011, representing $6 trillion in assets held by more than 130 million ...
The best retirement plan for a business trader is a defined-contribution employer 401(k), as this plan allows up to a maximum tax-deductible contribution of $53,000 ($59,000 if age 50 and over) based ...