It’s not quite July, but before you know it the Form 5500 deadline will be looming large. July 31 is fast approaching for 2025 calendar year plans.

In 2007, the Department of Labor (DOL) published rules requiring plans subject to the annual reporting requirements of Title I of ERISA to electronically file the Form 5500 annual report. The DOL ...

The IRS, EBSA and the PBGC want to simplify and improve the process of creating and submitting the Form 5500 for employers. The U.S. Department of Labor’s (DOL) Employee Benefit Security ...

The lazy days of summer are upon us, but before you head out on that much-deserved vacation, remember to get your Employee Retirement Income Security Act reporting affairs in order. Processing Content ...

Potentially millions more long-term, part-time employees are now eligible to join 401(k) retirement plans, thanks to recent legislation, and there's a new method of counting defined contribution ...