Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Changes to Form 5500: Lessons from the Life of a Beta Fish
Vanguard Sept. 16, 2016
"[T]he compilation of industrywide data can provide helpful information to plan sponsors looking to benchmark their plan design against others.... [T]ransparency into any individual plan could also produce an entirely different outcome. For example, ... the IRS and DOL could use the Form 5500 data for targeted enforcement of plans with compliance issues noted on the form. It wouldn't be surprising for these plans to be subject to future audits."
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