If your company offers an employee benefit plan under the Employee Retirement Income Security Act (“ERISA”), you are likely required to file Form 5500. Form 5500 is an annual report that contains ...

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 ...

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 IRS has addressed Form 5500 filing for plan sponsors that take advantage of the extended deadline for plan adoption provided by the SECURE Act. Section 201 of the Setting Every Community Up for ...

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 ...

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 ...

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 ...