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A Fresh Look at Your Form 5500 Filing
If your firm has a profit sharing plan, a 401(k) plan or some other tax-qualified retirement plan,
then you have been given a Form 5500 to sign and file every year since your business adopted the plan.
How to Survive a Visit from the IRS or DOL
There are few things that will give a person that sinking feeling in the pit of their stomach like opening the
mailbox and seeing an envelope with the words "Internal Revenue Service" (or Department of Labor) in the return
The Final Fee Disclosure Regulations Have Arrived
Nearly five years in the making, the Department of Labor (DOL) has published its long-awaited plan sponsor fee
disclosure regulations under ERISA section 408(b)(2). With these new regulations taking effect on July 1, 2012,
Payment Options for Plan Expenses
Qualified retirement plans provide tax deductible benefits for employers and employees, as well as
an opportunity for significant savings for the post-retirement years. But these plans require adherence
to numerous governmental...
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