2016 Form 5500 – IRS Says Do Not Answer these Questions
Late last year, the U.S. Department of Labor released the 2015 Form 5500. This new form included proposed compliance questions that were not approved by […]
<span style="color: rgb(0, 119, 168); font-family: arial;">H&W</span> 5500 Changes Coming Soon!
In July, the Department of Labor, Internal Revenue Service and Pension Benefit Guaranty Corporation (“Agencies”) jointly released proposed rules that recommend substantial changes to the […]
<span style="color: rgb(0, 119, 168); font-family: arial;">H&W</span> Civil Penalties Update
On July 1, 2016, the U.S. Department of Homeland Security and the U.S. Department of Labor (“DOL”) jointly issued an interim final rule that significantly […]
<span style="color: rgb(120, 92, 165); font-family: arial;">401(k)</span> IRS Releases Updated Checklists for Retirement Plan Documents
On May 26, 2016, the IRS posted on its website a revised list of checklists that the agency has developed for use by its own […]
<span style="color: rgb(120, 92, 165); font-family: arial;"><b>401(k):</b></span> IRS Issues VCP Submission Kit for Failure to Adopt Pre-Approved Plans
On April 26, 2016, the Internal Revenue Service (IRS) released the latest in its series of VCP submission kits, which are designed to help plan […]
<span style="color: rgb(120, 92, 165); font-family: arial;"><b>401(k):</b></span> DOL ISSUES FINAL FIDUCIARY RULE
On April 8, 2016, the U. S. Department of Labor released long-awaited final regulations that implement significant changes to the definition of “fiduciary” for brokers […]
2015 Form 5500 – IRS Recommends Not Answering Proposed Questions
Late last year, the U.S. Department of Labor released the 2015 Form 5500. See our earlier blog here. This new form included proposed compliance questions […]
2015 Form 5500 Released
The U.S. Department of Labor has released the 2015 Form 5500 and related instructions. Modifications to Form 5500 as well as schedules and instructions for […]
<span style="color: rgb(120, 92, 165); font-family: arial;"><b>401(k):</b></span> Inflation Adjustments & Plan limits for 2016
The IRS has provided 401(k) inflation adjustments for 2016 that could impact certain dollar limits that apply to 401(k) plans for 2016. An overview of […]