Financial advisors who are knowledgeable about IRS Form 5500 can detect a wide variety of issues that represent untold opportunities for advisors to demonstrate their expertise and advise retirement ...

The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Every retirement plan, ...

The SECURE Act directed that the Form 5500 be modified to allow certain groups of defined contribution plans (“DCGs”) to file a single consolidated annual report/return. The Final Rule modifies the ...

Until now, those who used the Department of Labor’s Delinquent Filer Voluntary Compliance Program (DFVCP) to obtain relief from penalties for failing to timely file Form 5500 automatically qualified ...

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 ...

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 ...

Understanding when and what type of a 401(k) audit is needed — and what that audit will entail — can help keep a company’s plan in compliance with IRS and Department of Labor requirements. Start by ...