Form 5500

Fiduciary Hot Topics – Fall 2023
As the weather turns cool, things in the retirement plan landscape are heating up! From changes to the Form 5500 to an important SECURE Act 2.0 provision delay, read on for the latest hot topics that may impact your organization’s retirement plan! Assets in Retirement Plans Top $35 Trillion According to data released by the  Read More →
Corporate Mergers & Acquisitions: What About the 401(k)?
In a corporate merger or acquisition, the ongoing treatment of both the seller’s and buyer’s retirement plans come into question, so it’s crucial to understand how different types of business transactions can impact both plans. If left unaddressed prior to close, many benefit issues could result in either ruining the deal or creating untold compliance  Read More →
Form 5500: IRS & DOL Red Flags
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures to the Department of Labor. Each plan intending to comply with ERISA must file a Form 5500 annually. Auditors use these filings to confirm that plans are managed according to ERISA standards. The form also allows individuals access to  Read More →

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