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401(k): Find and Fix – You haven’t filed a Form 5500 this year

Most 401(k) plan administrators are required to file an annual Form 5500, Annual Return/Report of Employee Benefit Plan. All Form 5500 filings must be filed electronically with the Department of Labor (“DOL”) through the DOL EFAST website. While reviewing your

Peter Iverson, Esq. June 4, 2015
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H&W: Time again to be thinking PCORI Fees….  July 31 is Deadline!

The Patient-Centered Outcomes Research Institute (PCORI) fee supports the Patient-Centered Outcomes Research Trust Fund, which will conduct comparative effectiveness research. The fees will be imposed for each policy year ending on or after October 1, 2012 and before October 1, 2019.

Peter Iverson, Esq. June 1, 2015
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401(k): Greater Flexibility for 401(k) Plan Annual Fee Disclosures!

When is your 2015 Annual Fee Disclosure Due? In an effort to provide plan sponsors with more flexibility in complying with the many participant notices and disclosures that may apply to a 401(k) plan, the Department of Labor (“DOL”) has

Peter Iverson, Esq. May 26, 2015
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401(k): New Form 5500-SUP

On March 31, 2015, the IRS released an updated draft of Form 5500-SUP which may be required of qualified plans with plan years starting on or after January 1, 2015. Supplemental information that is being requested on the new 5500-SUP

Peter Iverson, Esq. May 21, 2015
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