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Form 5500 — 2007 Changes

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© Kurhan - Fotolia.com

  Form 5500 Annual Return/Report of Employee Benefit Plans and related instructions were revised in 2007 by the U.S. Department of Labor (DoL), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC). According to a press release from the DoL, the three significant changes to the Form 5500 for plan year 2007 [...]

Filed Under: 401(k) Regulations Tagged With: , , , , , , , , ,

Pension Protection Act Optional Amendments

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© Edyta Pawlowska / Fotolia

As a reminder to all 401k plan sponsors, among the many items contained in the Pension Protection Act of 2006, one section allows for three new optional amendments. While these optional amendments have not gotten as much coverage as other features, many 401k plan sponsors are finding them attractive. Three Pension Protection Act Optional Amendments are [...]

Filed Under: ERISA Fiduciary Duties Tagged With: , , , , , , , , ,

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