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 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 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 ...

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 ...

1) What is a Form 5500? “Form 5500 is the form,” says Zachary Keep, manager of compliance risk at Paychex Inc. “It’s the vital signs for the retirement plan. It’s going to touch on the overall ...

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 ...

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 ...