Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Fringe Benefit Group
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Greenline Wealth Management
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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New York City District Council of Carpenters Benefit Funds
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Text of DOL, IRS and PBGC Proposed Revisions to Form 5500 Annual Information Return/Reports
U.S. Department of Labor [DOL]; Internal Revenue Service [IRS]; and Pension Benefit Guaranty Corporation [PBGC] [Official Guidance] Sept. 14, 2021 135 pages. "This document contains proposed changes to the Form 5500 Annual Return/Report forms filed for employee pension and welfare benefit plans under [ERISA] and the Internal Revenue Code. The proposed form revisions primarily relate to statutory amendments to ERISA and the Code enacted as part of the [SECURE Act]. The [DOL, IRS and PBGC] are also proposing certain additional changes intended to improve reporting on multiemployer defined benefit pension plan funding, update Form 5500 financial reporting to make the financial information collected on the Form 5500 more useful and usable, [and] enhance the reporting of certain tax qualification and other compliance information by retirement plans[.]" |
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