Browsing Tag
Form 5500
15 posts
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
Number of 401k Plans Surpassed 600,000 in 2019: Latest EBSA Figures
New comprehensive analysis of 2019 Form 5500 submissions shows total number of 401k plans—and participants—jumped 2.7% between 2018 and 2019
SECURE Act-Dictated Changes to Form 5500 Proposed
DOL publication of proposed changes for updating Form 5500 filing requirements and instructions triggers start of 45-day comment period
6 Lesser-Known SECURE Act Provisions Impacting 401ks
While the major changes resulting from the SECURE Act’s annuities, RMD and open MEPs provisions—plus the elimination of…
3(16) Plan Administration: Make the Path Simple
We hear a lot of conversations among clients and advisors debating the value of a 3(16) plan administrator.…