Browsing Tag
Form 5500
22 posts
2025 Form 5500 Informational Copies Released by DOL, IRS
New plan characteristic codes added; IRS will release paper copies of Form 5500-EZ and instructions for 2025 separately on its website after Jan. 1, 2026
Vast Majority of 401(k)s Have a ‘Red Flag’ Fiduciary or Regulatory Violation: Study
Abernathy-Daley analysis of Form 5500 filings indicate over 600,000 plans at risk
Informational Copies of 2024 Form 5500 Now Available
EBSA joins IRS, Pension Benefit Guaranty Corp. in releasing informational copies and instructions online
8 in 10 Plans Overpaying on 401(k) Fees, Finds Form 5500 Analysis
Abernathy Daley 401k Consultants research says corporate 401(k) plans paying over 0.3% for administrative costs based on total plan assets are likely overpaying
2023 Form 5500: Updated Informational Copies Now Available Online
Several changes stemming from SECURE Act included in 2023 Form 5500 Series annual return, report
How to Find—And Claim—A Lost 401(k)
With $1.65 trillion in assets floating around in close to 30 million forgotten or left-behind 401(k) accounts in the U.S., here’s the story behind the issue and steps to take to track them down
DOL Announces Last Updates to Form 5500 for 2023
The latest changes include modifications brought on by both the SECURE Act of 2019 and SECURE 2.0
Who ‘Owns’ the 401k Participant Relationship? Who Cares?
RiXtrema CEO Yon Perullo has a smart answer to a timely question
Form 5500 Changes Announced by Department of Labor
Filings for the 2022 plan year generally are not due until seven months after the end of the plan year
Pooled Plan Filing Requirements Added to Form 5500
Form 5500 instructions have been amended to make clear that a pooled employer plan is a multiple-employer plan that files a single Form 5500 Annual Return/Report