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Retirement Plan › Internal Revenue Service › Office of Management and Budget

Proskauer Rose LLP

ERISA Newsletter - Third Quarter 2017

Proskauer Rose LLP on

Editor's Overview - As we have observed on other occasions, the ERISA class action plaintiffs' bar has, for several years now, honed in on 401(k) plan fiduciaries and their decisions to select and retain investment options...more

Snell & Wilmer

IRS: Don’t Answer All the 5500 Questions!

Snell & Wilmer on

The 2015 Form 5500 added some new optional compliance questions for the 2015 Forms 5500 and 5500-SF. In December 2015, the IRS issued frequently asked questions on the new compliance questions and strongly encouraged plan...more

McGuireWoods LLP

IRS Provides Guidance on New Form 5500 Compliance Questions

McGuireWoods LLP on

The Internal Revenue Service (IRS) has provided clarification regarding new “compliance questions,” principally for retirement plans, that appear on the 2015 Forms 5500 and 5500-SF. These questions should not be answered....more

Williams Mullen

IRS Changes Direction on New Compliance Questions on Form 5500

Williams Mullen on

When the Internal Revenue Service (IRS) issued a revised Form 5500 in December 2015, there were several new compliance questions on Schedules H, I, and R relating to retirement plans. The questions required responses...more

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