Browsing Tag
Form 5500
23 posts
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.…
How to Reduce Early Withdrawals from 401(k)s
401(k) early withdrawals can hurt retirement savings. Learn risks, tax penalties, and strategies to reduce early 401(k) withdrawals.
What the New Form 5500 Means for 401(k) Advisors
Proposals suggest a ‘modernized’ Form 5500 will compel plan sponsors to deliver information—some of it new—in formats that facilitate data mining.
401(k) Filing Relief for Hurricane Irma Victims
As expected, the Department of Labor has announced employee benefit plan compliance guidance and relief for victims of…
Harsh Comments About Proposed Form 5500 Revisions
ARA's letter addresses proposals to modernize and improve the 401k Form 5500. The advocacy organization isn’t happy with what it sees.
TPA Pays for 401(k) Participant Doc Dodge
A failure to furnish documents in a timely manner when requested by a 401(k) participant could cost the…