The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Every retirement plan, ...

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 ...

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 ...

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 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 ...

Historically, Form 5500 has served primarily as an information return used by plan administrators and employers to satisfy their reporting obligations under the Employee Retirement Income Security Act ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

As you may know, there have been several new items added to the 2015 Form 5500 series. Specifically, these are: Preparer Information at the bottom of page 1 of Form 5500 and Form 5500-SF Schedule H, ...

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 ...