The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Every retirement plan, ...
The Department of Labor, Internal Revenue Service, and Pension Benefit Guaranty Corporation recently issued final rules on employee benefit plan annual reporting requirements that are effective for ...
Those who have been waiting for the new Form 5500 EZ need wait no longer. As for what’s new, the Internal Revenue Service (IRS) notes that the Pension Protection Act of 2006 established rules for a ...
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