Department of Labor

2023 Brings Significant Changes To Form 5500

  The Department of Labor (DOL) announced its annual revisions to the IRS Form 5500.   What Is IRS Form 5500? Why Is It Important? An employer sponsoring a qualified retirement plan, covered by ERISA, must file IRS Form 5500 with the DOL and IRS each year...

Required Year-End Participant Notices

Required Year-End Participant Notices

As the end of the year approaches, our to-do lists become longer but our bandwidth becomes condensed. To compound matters, when you sponsor a retirement plan, you know you will be in close contact with your TPA firm about the various year-end notices that must be...