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 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 ...

The due dates for many tax returns were changed in an unlikely vehicle — the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 (signed by the President on July 31, 2015).

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.

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 ...

1) What is a Form 5500? “Form 5500 is the form,” says Zachary Keep, manager of compliance risk at Paychex Inc. “It’s the vital signs for the retirement plan. It’s going to touch on the overall ...

In response to a call from a financial advisor in Minnesota, the ERISA consultants at the Retirement Learning Center (RLC) address a question on correcting missed Form 5500 filings under the ...

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Amid all the good news for the defined contribution industry from the SECURE Act, there is one component for which sponsors will certainly hold their applause. The law orders a tenfold increase in ...