Executive Summary: The Form 5500, Annual Return/Report of Employee Benefit Plan, is used to report information concerning employee benefit plans and must be filed by the last day of the 7th calendar ...

The IRS, EBSA and the PBGC want to simplify and improve the process of creating and submitting the Form 5500 for employers. The U.S. Department of Labor’s (DOL) Employee Benefit Security ...

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 ...

The lazy days of summer are upon us, but before you head out on that much-deserved vacation, remember to get your Employee Retirement Income Security Act reporting affairs in order. Processing Content ...

A plan that covers fewer than 100 employees on the first day of the plan year and is unfunded, fully insured, or a combination of unfunded and fully insured, was previously exempt from the requirement ...

The Form 5500 Annual Return/Report of Employee Benefit Plan sounds unexciting, at best. Most retirement savers probably would rather spend their time reviewing the fine print in their credit card ...