News & Analysis as of

Plan Administrators › Form 5500 › Department of Labor (DOL)

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

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

Proskauer - Employee Benefits & Executive...

Death, Taxes and …ERISA Disclosure Regulations?

Proskauer - Employee Benefits & Executive... on

There are few sure things in life, and although it is probably safe to say that ERISA disclosure regulations would not be considered one of them, there has certainly been a steady stream of new ERISA-related disclosure and...more

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