Who is Exempt from Filing Form 5500?

Is your business exempt from filing Form 5500? The Form 5500 is an annual report that is filed with the Department of Labor containing information about the financial conditions, investments, and operations of a 401k plan. It [...]

By |2023-12-01T08:39:46-05:00June 10, 2023|ERISA, ERISA Compliance, Form 5500|Comments Off on Who is Exempt from Filing Form 5500?

How ERISA Compliance Works

Here is how ERISA Compliance works.ERISA is a law that governs the operations of different retirement plans in the United States. The law also safeguards welfare benefit plans such as insurance plans for group life, dental, and other [...]

By |2023-11-05T18:08:06-05:00October 24, 2019|Form 5500, Health Benefits|Comments Off on How ERISA Compliance Works

Form 5500 Facts

What is Form 5500?This is an annual report that your business needs to file with the Department of Labor (DOL) to report information about your 401(k) plan operations, investments, and financial conditions. In general, if you have a [...]

By |2023-11-05T17:58:15-05:00August 27, 2019|Benefits Compliance Consulting, ERISA, Form 5500|Comments Off on Form 5500 Facts

Are You ERISA Compliant? Hire a Consultant to Provide Guidance

ERISA, which stands for Employee Retirement Income Security Act is a federal law that safeguards retirement plans such as 401ks and health and welfare benefit plans for private employers. The law has been amended many times since [...]

By |2023-06-27T15:37:09-04:00February 26, 2019|Benefits Compliance Consulting, Business, DOL, ERISA, Form 5500, Plan Document|Comments Off on Are You ERISA Compliant? Hire a Consultant to Provide Guidance

Is Your Business ERISA Compliant? How To Make Sure Your Small Business Is In Compliance

‘Compliance’ is a term that is commonly heard in the business world. Having a business that is in compliance is often a goal for many small businesses. However, if you are wondering is your business ERISA compliant, [...]

By |2023-06-27T17:23:02-04:00December 10, 2018|Benefits Compliance Consulting, DOL, ERISA, Form 5500, Plan Document|Comments Off on Is Your Business ERISA Compliant? How To Make Sure Your Small Business Is In Compliance

DOL Form 5500 Modernization Proposal Faces an Uncertain Future

DOL Form 5500 modernization proposal faces an uncertain future and many businesses don’t know how to react. Deal with the Labor Division’s effort to expand, streamline as well as update the DOL Form 5500 Collection has actually been halted [...]

By |2023-06-28T13:38:12-04:00July 5, 2018|Benefits Compliance Consulting, DOL, ERISA, Form 5500|Comments Off on DOL Form 5500 Modernization Proposal Faces an Uncertain Future
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