Form 5500 Season is in Full Swing – Are Wheels Turning (or are they Spinning)?
The Form 5500 is an annual filing made with both the U.S. Department of Labor and IRS. Form 5500 must be filed by most retirement…
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 Form 5500 is an annual filing made with both the U.S. Department of Labor and IRS. Form 5500 must be filed by most retirement…
ReadThe 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…
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