Tag: 5500

CNM LLP, an independent accounting and advisory services firm, has announced the expansion of its Employee Benefit Plan Audit practice to include 403(b) plan audit services for nonprofit...

Sponsors and plan service providers with questions about the U.S. Department of Labor’s ERISA Filing Acceptance System (EFAST2) can listen to an upcoming Webcast to get some answers.

ING’s U.S. Retirement Services business has launched a new tool to help retirement plan advisers unlock business opportunities from the Form 5500.

The Employee Benefits Security Administration (EBSA) has announced that the EFAST2 electronic filing system for Forms 5500 and 5500-SF employee benefit plan annual reports has a new e-signature...

MetLife Resources, a division of MetLife, has made available IRS Form 5500 filing services to its 403(b) clients.

The U.S. Department of Labor (DoL) has updated its frequently-asked-questions site dealing with EFAST2, the DoL electronic filing system for Form 5500 and related documents.

USI Consulting Group has introduced a new EFAST2 Solution to assist its Direct Solutions clients in meeting Department of Labor-mandated Form 5500 electronic filing requirements.

The Hartford Financial Services Group has launched a new search engine, which it said is designed to help financial advisers target potential sponsor clients.

The Department of Labor (DoL) has posted on its Web site six EFAST2 user guides to assist with electronically filing Form 5500 for 2009 and later plan years.

The Principal Financial Group has released two online tools to help plan sponsors file their Form 5500 reports with the U.S. Department of Labor (DoL).

PlanTools, LLC, has introduced an expanded suite of online tools that automates the production of data for inclusion in the Department of Labor's required Schedule C reporting.

TIAA-CREF has introduced its new Signature-Ready Form 5500 Preparation Service, in collaboration with Deloitte.

Although the new regulations governing 403(b) plans are already in effect, many plan sponsors admit to not fully understanding certain compliance requirements.

The U.S. Department of Labor's Employee Benefits Security Administration has released to the public online datasets of Form 5500 annual report/returns for approximately 800,000 retirement, health, and other...

Employee benefits software provider ftwilliam.com has released its EFAST2 Form 5500 software.

The SPARK Institute has released the final version of its guidelines on Form 5500 Aggregation for multiple-vendor 403(b) plans.

A Department of Labor (DoL) administrative law judge has rejected the appeal by a 401(k) plan administrator of an $86,500 civil penalty, ruling that bankruptcy did not relieve...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will host a free Webcast about Form 5500 and electronic filing requirements on January 21 at 1 p.m.

Plan sponsors can now take full advantage of a new federal government system for online filing of the required annual report to the Employee Benefits Security Administration (EBSA)...