News & Analysis as of

Benefit Plan Sponsors › Form 5500 › Plan Administrators

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

You don’t have as much leverage as you think

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

As a plan fiduciary, I still can’t believe it. A Third Party Administrator (TPA) we terminated was trying to hold us up for valuations and a Form 5500 we paid for, as part of, annual administration. It was $80,000....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The problem with plan investments and audits

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. However, small plans with less than 100 participants may sometimes require an audit. This often happens when more than 5% of the Plan’s...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Filing for 5500s for off calendar year plan extended

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The Internal Revenue Service (IRS) has increased the filing and payment relief provided under prior guidance....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

What all good 401(k) plans have

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

There are so many articles for plan sponsors (I’ve written quite a few) where they go on and on about what plan sponsors need for a successful 401(k) plan. Rather than go into a whole diatribe, here is a Reader’s Digest of...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Need Auditors who understand the “new way”

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

As an ERISA attorney, 3(16) plan administrator, and sponsor of several 401(k) plans that needed an audit completed by October 15th to file the Form 5500 on-time, I will have to say I’ve noticed a discrepancy among audit...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Sure it’s the employer’s fault, but come on now

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

With plan administration, there are so many mistakes that can be made and most of the time, it’s the fault of the plan sponsor and the third party administrator (TPA). However, there are many times were the error so explicit,...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There has to be a better way than 10/15

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I hate to do things last minute. I passed three different state bar exams and I never studied the day before. So when it comes to being an ERISA attorney and/or ERISA §3(16) plan administrator for a few handfuls of 401(k)...more

Seyfarth Shaw LLP

IRS Clarifies Instructions for Form 5500 Reporting of RMD Failures

Seyfarth Shaw LLP on

Certain employee benefit plans, including qualified retirement plans, must file an annual return/report on Form 5500 with the Department of Labor, which is shared with the IRS. Each year discreet changes are typically made...more

McDermott Will & Emery

New IRS Program for Delinquent Form 5500 Filers of Non-ERISA Plans

McDermott Will & Emery on

The Internal Revenue Service recently established a one-year pilot program that provides plan administrators and plan sponsors of certain non-ERISA and foreign plans subject to the annual Form 5500 reporting requirements...more

Bradley Arant Boult Cummings LLP

Good News for Employers: IRS Simplifies Rollover Validation Process

Bradley Arant Boult Cummings LLP on

To simplify the rollover validation process, the Internal Revenue Service (IRS) has issued a new Revenue Ruling 2014-9 that provides guidance on the process for a trustee-to-trustee tax-free rollover between tax-qualified...more

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