Compliance | July 30th, 2019 DOL Offers Relief to MEPs That Did Not File Correct Form 5500s The Department of Labor (DOL) found more than 100 multiple employer plans (MEPs) in violation of a requirement to include...
Compliance | May 20th, 2019 What to Know About Financial Audits Filed with Form 5500s Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information...
Compliance | May 3rd, 2019 Form 5500 Basics: What Sponsors Need to Know The purpose of Form 5500 is to obtain information regarding plan design and basic plan sponsor information, and the regulatory...
Compliance | November 14th, 2018 Regulators Release Informational Copies of 2018 Form 5500 Modifications to the Form 5500 and Form 5500-SF and their schedules and instructions have been highlighted.
Products | April 18th, 2018 Audit Prospecting Solution Update at ERISApedia.com A new feature of ERISApedia.com's Employee Benefit Plan Audit Prospecting ReSource provides insight into plan auditor rotation strategies of a prospective...
Ask the Experts | January 9th, 2018 Does Erroneously Filing Form 5500 Void Non-ERISA Status? “I work for a third-party administrator (TPA) firm that has a new private tax-exempt client which started a 403(b) plan...
Compliance | November 21st, 2017 Regulators Announce Modifications to Form 5500 IRS compliance questions have been removed from the form.
Ask the Experts | October 13th, 2017 Questions to Skip on Form 5500 “As we are preparing to finalize our 2016 Form 5500s in time for the extended deadline, a colleague of mine...
Compliance | September 19th, 2017 PBGC Proposes Changes to Form 5500 Reporting by DB Plans The agency is proposing two modifications for multiemployer plans and one modification for single-employer plans.
Compliance | August 31st, 2017 Regulators Provide Relief for Hurricane Harvey Victims The IRS is loosening hardship withdrawal and loan rules, and the DOL announced postponed deadlines for Form 5500 filing, among...