IRS Form 5500 Reminders for Employer Plan Sponsors
The July 31, 2024 un-extended Form 5500 due date for calendar year employee benefit plans is fast approaching. Careful review of the Form 5500 with…
ReadHawley Troxell’s employee benefits and ERISA attorneys assist companies (privately held and public), governments, and nonprofits large and small nationwide in all aspects relative to their employee benefit plans.
The types of arrangements include 401(k)/profit sharing, 403(b), 457(b), defined benefit/pension, health and welfare, cafeteria, and deferred compensation (409A/nonqualified) plans. Typical matters include ongoing day-to-day compliance efforts and advice relative to plan administration, assisting with IRS or U.S. Department of Labor audits and investigations, M&A activity, plan design and formation, plan termination, plan merger, litigation, fiduciary issues, corrective actions, draft and review of plan documents, and draft and review of participant communications and disclosures.
The July 31, 2024 un-extended Form 5500 due date for calendar year employee benefit plans is fast approaching. Careful review of the Form 5500 with…
ReadIt has been almost six months since “SECURE 2.0” was enacted as part of the Consolidated Appropriations Act, 2023. There has been no shortage of…
ReadThe Consolidated Appropriations Act, 2023 (“CAA”), signed by the President into law on December 29, 2022, includes more than 90 provisions affecting retirement plans. That…
ReadOn Friday, the Internal Revenue Service issued Notice 2022-55, providing its annual listing of cost of living adjustments in connection with retirement plans for 2023.
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