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Annual Reports Form 5500

Kilpatrick

DOL Releases Updated Summary Annual Report Forms

Kilpatrick on

On May 30, 2019, the Department of Labor released an updated form to be used to prepare the Summary Annual Report for welfare plans. The Department of Labor did not make any changes to the form, but has authorized its use...more

Bradley Arant Boult Cummings LLP

House Bill Makes Significant Changes to Retirement Plans - Employee Benefits Alert

Last week, the House of Representatives overwhelmingly passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019” (H.R. 1994) by a vote of 417-3. The bill makes numerous changes affecting...more

Snell & Wilmer

Contemplating a Severance Plan? Consider ERISA

Snell & Wilmer on

A severance plan may be subject to the requirements of ERISA as an employee welfare benefit plan. The determination of whether a severance plan is subject to ERISA depends in large part on whether the plan is part of an...more

Littler

IRS Requests Comments on New Compliance Questions in Form 5500

Littler on

The IRS added new compliance questions to the 2015 IRS Form 5500/5500-SF, which is the annual report filed by retirement plans with the Department of Labor and the IRS.  The Form 5500 instructions, however, specifically...more

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