New Form 5500 Guidance

In the last few days, the IRS and DOL have released some important items and information regarding the Form 5500. This technical update discusses these new items and information. One-participant plans. An employer that sponsors a one-participant plan may file a Form 5500-EZ on paper w
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Electronic Signatures for Forms 5500 and 5500-SF Mandatory Jan. 1

Beginning Jan. 1, 2012, Forms 5500 and 5500-SF must have electronic signatures. The consequences of filing without them are serious: it will result in a form not being processed at all, and could result in penalties being imposed on the plan. Forms 5500 and 5500-SF that have no electr
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EBSA Proposes Change to MEWA Form 5500 Reporting Requirements

Employers and plan administrators with multiple employer welfare arrangements (MEWAs) that had not been required to file a Form 5500 for their MEWA may have to if a proposal by the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) is adopted. Read More..
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