Back To the Basics: Form 5500

Form 5500: The Basics One of the most important government forms you need to complete to secure your retirement plan is form 5500. If you work for a company that offers either a retirement plan or a 401 [...]

By |2023-06-29T15:59:35-04:00February 2, 2017|Form 5500|Comments Off on Back To the Basics: Form 5500

Your Need for Business Compliance Services Grows.

Recently and without excitement, the IRS (Internal Revenue Service) released an upgraded variation of its Staff member Plans Compliance Resolution System (EPCRS). The brand-new EPCRS is stated in Earnings Treatment 2016-51 (Rev. Proc. 2016-51) and works January 1, 2017. The present EPCRS, which [...]

By |2023-06-29T17:40:39-04:00October 16, 2016|Business, Form 5500|Comments Off on Your Need for Business Compliance Services Grows.

Form 5500 Changes and the New Schedule J Information

Form 5500 Changes and the New Schedule J Information FOR IMMEDIATE RELEASE Under a brand-new proposition, the IRS/DOL might get rid of the exemption of small companies from the Type 5500 filing requirement as it associates with [...]

By |2023-06-29T16:40:18-04:00September 23, 2016|DOL, ERISA, Form 5500|Comments Off on Form 5500 Changes and the New Schedule J Information

SPD SUMMARY PLAN DESCRIPTION

Most of employers and employees suffer a great deal when it comes to benefits such as pension plans and health. This challenge often occurs when one does not know his or her rights as an employer and, [...]

By |2023-12-07T14:46:45-05:00September 3, 2016|ERISA, Form 5500, Plan Document|Comments Off on SPD SUMMARY PLAN DESCRIPTION

Recap Plan Summary Demands – Are you ERISA Compliant?

We are ERISA experts and your national benefits consulting group. Let us assist you when you need it most. Read some of our testimonials written by clients. The Employee Retirement Income Security Act of 1974, commonly referred to [...]

By |2023-06-29T16:58:01-04:00August 7, 2016|DOL, ERISA, Form 5500|Comments Off on Recap Plan Summary Demands – Are you ERISA Compliant?

ERISA Wrap Plan Forms

The Employee Retirement Income Security Act of 1974 (ERISA) is an American statute that establishes minimum standards for pension plans in the private sector. Additionally, it provides rules for income tax effects on transactions linked to employee [...]

By |2023-06-29T17:00:53-04:00July 31, 2016|ERISA, Form 5500, Plan Document|Comments Off on ERISA Wrap Plan Forms

What You Need to Know About Form 5500

The Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation together built up the Form 5500 Series so representative advantage arrangements could use the Form 5500 Series structures to fulfill yearly reporting prerequisites under Title I [...]

By |2023-06-29T17:04:13-04:00July 24, 2016|ERISA, Form 5500|Comments Off on What You Need to Know About Form 5500
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