The only things certain in life are death and taxes," Ben Franklin famously said. If you file a Form 5500 on behalf of your company's pension or health and welfare plans, the filing deadline for ...

Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500 mavens. Mistakes on Form 5500, a key part of ...

While an employee benefits firm may handle most retirement plan functions, San Antonio-area employers need to be aware of filing requirements associated with the Employee Retirement Income Security ...

A plan that covers fewer than 100 employees on the first day of the plan year and is unfunded, fully insured, or a combination of unfunded and fully insured, was previously exempt from the requirement ...

A one-participant plan does not have to file Form 5500-EZ for the 2025 plan year if the total of the plan’s assets and the assets of all other one-participant plans maintained by the employer at the ...

The best retirement plan for a business trader is a defined-contribution employer 401(k), as this plan allows up to a maximum tax-deductible contribution of $53,000 ($59,000 if age 50 and over) based ...

After a less-than-gangbusters success in working to make patient records paperless, the federal government switched its focus to the Department of Labor agencies to take up the paperless mantle. You ...