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 ...

Those who have been waiting for the new Form 5500 EZ need wait no longer. As for what’s new, the Internal Revenue Service (IRS) notes that the Pension Protection Act of 2006 established rules for a ...

In 2007, the Department of Labor (DOL) published rules requiring plans subject to the annual reporting requirements of Title I of ERISA to electronically file the Form 5500 annual report. The DOL ...

The Internal Revenue Service (IRS) doesn’t read the 5500s, but the Department of Labor (DOL) does. The problem with asset purchases and existing plans is there will be a change in the plan sponsor and ...

The Department of Labor announced its annual revisions to Form 5500 Thursday. The DOL updates Form 5500 annually to keep it up-to-date with various regulatory changes. All employee benefit plan ...

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 ...