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 ...

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 ...

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 ...