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 ...

New requirements impact discontinued multiemployer pension plans, variable annuity formula plans, and PBGC-covered ...

ADP has introduced Simplified 5500 Compliance Reporting Process, the second phase of its enhanced Compliance Dashboard for streamlining the Form 5500 reporting requirements for employee benefit plans.

The Employee Benefits Security Administration, along with the Internal Revenue Service and Pension Benefit Guaranty Corp., released informational copies of the 2025 Form 5500, Form 5500-SF, IRS Form ...

Attention: Retirement Plan Sponsors! It is essential to stay current with the ever-changing world of employer sponsored retirement plans. Changes occur regularly, so keeping up can help your plan ...

In response to the COVID-19 pandemic, the IRS has automatically extended the deadline for certain ‎retirement and welfare plans to file Form 5500. IRS Notice 2020-23 provides that tax returns, ...

Potentially millions more long-term, part-time employees are now eligible to join 401(k) retirement plans, thanks to recent legislation, and there's a new method of counting defined contribution ...

The Internal Revenue Service (IRS) has revised the Form 5500-series returns for 2015 to include certain Internal Revenue Code compliance questions. A Form 5500 must generally be filed for qualified ...

Understanding when and what type of a 401(k) audit is needed — and what that audit will entail — can help keep a company’s plan in compliance with IRS and Department of Labor requirements. Start by ...

The Department of Labor announced its annual revisions to Form 5500 Thursday. The DOL updates Form 5500 annually to keep it up-to-date with various regulatory changes. All employee benefit plan ...