Archive by tag: Form 5500Return
RSS

Getting It Right: Your Form 5500

posted on
Getting It Right: Your Form 5500
If your business offers a 401(k) plan—or another type of qualified retirement plan—you have been completing and submitting a 5500 form every year since the plan was initiated. And every year the IRS, the Department of Labor and the Pension Benefit Guaranty Corporation use the information contained in the 5500 to assess your plan’s compliance and its ability to protect the employees who are contributing.
Read More
| Categories: Articles | Tags: 401(k), Form 5500

A Plan Fiduciary's Responsibilities

posted on
The term “fiduciary” gets used a lot these days; sometimes, we suspect, without a true understanding of what the term means and how fiduciary responsibility applies to our industry. It’s a corner of the retirement plan industry that can be a little murky.
Read More
| Categories: Articles | Tags: fiduciary, liability, ERISA, Department of Labor, 404(c), SPD, Form 5500

The IRS is Back with Some Brand New Corrections

posted on
When we work with you as your third-party administrator, we commit to keeping your retirement plan compliant and error-free. And we take that commitment seriously.
Read More
| Categories: Articles | Tags: IRS, Form 5500, 401(k)

The Ultimate Plan Sponsor Checklist

posted on
While they don't have a book called Retirement Plan Sponsorship for Dummies, they should. So in the interim, here is a checklist that plan sponsors should review that can help them develop good practices and avoid unnecessary liability in their stewardship of retirement plans for their employees.
Read More
| Categories: Articles | Tags: IPS, 401(k), Department of Labor, ERISA, documents, SPD, Form 5500

Tags

 

Have questions how this information applies to your situation?
Reach out us. We’re here to help.

(847) 291-9440