The “Changes to Note” section of the 2016 instructions highlight important modifications to the Form 5500 and Form 5500-SF and their schedules and instructions. The U.S. Department of Labor’s (DOL)’s ...

As long as plan sponsors make (and document) a reasonable effort to locate missing participants and benefices, they can leave alone Lines 4I of the Schedule H and I of the Form 5500 and 10f of the ...

Historically, Form 5500 has served primarily as an information return used by plan administrators and employers to satisfy their reporting obligations under the Employee Retirement Income Security Act ...

Attention: Retirement Plan Sponsors! It is essential to stay current with the ever-changing world of employer sponsored retirement plans. Changes occur regularly, so keeping up can help your plan ...