July Business Services
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Regional Sales Director (West) July Business Services
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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July Business Services
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Greenline Wealth Management
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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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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Federal Agencies Release 2021 Annual Return/Report Series: Forms 5500, 5500-SF and 5500-EZ
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]; Internal Revenue Service [IRS]; and Pension Benefit Guaranty Corporation [PBGC] [Official Guidance] Dec. 29, 2021 "[EBSA], the IRS and the [PBGC] today released informational copies of the 2021 Form 5500 Annual Return/Report and related instructions -- including the Form 5500-SF [and instructions]. The IRS also released the 2021 Form 5500-EZ and instructions ... Changes to note for the Form 5500 and Form 5500-SF [include]: [1] Defined Contribution Multiple-Employer Pension Plans ... [2] Pooled Employer Plans ... [3] Retroactively adopted plan permitted by SECURE Act section 201 ... [4] Administrative Penalties ... [5] Schedule MB ... [6] Schedule SB." |
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