Need an extension for filing the Form 5500? That’s what the Form 5558 is for — and now it can be filed electronically. The IRS has released the 2025 Form 5558 to be used to request an extension in ...

The Department of Labor is providing a sneak peek at Form 5500, which includes revisions to codes for pension-linked emergency savings accounts. The Department of Labor announced the release of ...

One is filing Form 5500, which summarizes your company’s compliance with employee benefit plans (EBPs). This guide explains everything you need to know about Form 5500, including what it is ...

It's important to understand the new rules because LTPT employee eligibility can potentially affect two other administrative functions for plan sponsors: Form 5500 filing and the annual employee ...

The Department of Labor’s Employee Benefits Security Administration (EBSA), the IRS and the Pension Benefit Guaranty Corporation (PBGC) on Nov. 17 released informational copies of the 2023 Form 5500 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation ...

Tax expert Jean-Luc Bourdon talks with Retirement Daily editor Robert Powell about an often overlooked IRS form called Form 5500-EZ that must be filed by people with a solo 401(k.) This form has ...

Federal regulators recently finalized rules aimed at simplifying the Form 5500 process for retirement plan sponsors, but also signaled that bigger changes are coming. "The changes finalized in ...

As under secretary of commerce, she fixed them. By Alex Traub As far as her husband knows, Rebecca Blank threw a party with strawberries and champagne only once in her life. It was the spring of ...

The package issued by the Agencies contains both a notice of proposed revisions to the Forms themselves as well as a notice of proposed regulatory changes to the applicable Form 5500 regulations.