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 ...

In addition to asking for input on the SECURE Act’s requirements and the current Form 5500, the DOL has published a notice of proposed changes to its implementation of regulations under Title I of ...

In 2007, the Department of Labor (DOL) published rules requiring plans subject to the annual reporting requirements of Title I of ERISA to electronically file the Form 5500 annual report. The DOL ...

The SECURE Act directed that the Form 5500 be modified to allow certain groups of defined contribution plans (“DCGs”) to file a single consolidated annual report/return. The Final Rule modifies the ...

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 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 ...