2009 Plan Year Common Errors
For those that missed the DOL’s Webinar (April 27, 2011) titled “Going Forward, Year 2 of Electronic Filing with EFAST2….” here are the slides. april_27_2011_ebsa_webcast Also – see common errors...
View ArticleIs your Form 5500, Schedule C Causing a Red Flag?
Is your 2009 Schedule C causing a red flag? Did it report all indirect compensation paid to each of the plan’s investment managers, including mutual fund managers, brokers, partnerships, and other...
View ArticleEmployee Benefit Plans: How to Stay on Your Auditor’s Good Side
As the summer marches on with its beautiful sunny days, employee benefit professionals must manage their qualified plans’ required audit process that culminates with completing the Form 5500 filing....
View Article403(b) Plan Alert – Did Your Form 5500 Miss the Boat?
Many did. If your 2009 Form 5500 filing for your 403(b) plan looked just like your 2008 filing, then you missed the boat. Plan Administrators that trusted their Form 5500 preparers to keep current on...
View ArticleQuick Schedule C Checklist – Top 5 Misses
Since over 200,000 – 2009 Schedule C’s were missing most or all Indirect Compensation paid to plan service providers, we have put together a quick checklist so yours passes the DOL checks this year:...
View ArticleForm 8955-SSA – Hard to Find Answers
Now that the extended due date for the Form 8955-SSA is approaching – many are working to complete these and send them in on or before January 17, 2012. As a result, I am fielding numerous questions...
View ArticleTop 5 Form 5500 Red Flags to DOL and IRS
In the spirit of improving efficiencies and quality, or “Getting it Right the First Time,” here is a list of potential `Red Flags’ that can likely cause the Department of Labor or Internal Revenue...
View ArticleWrap Plan Documents Are Required To Submit Combined Form 5500 for Health and...
Do you combine health and welfare benefits into as single Form 5500 filing? Many companies do without realizing they need to have a Wrap Plan document that supports this combined ERISA filling...
View ArticleDON’T FORGET: PLAN YEARS 2009 AND PRIOR – MUST BE FILED ON 2013 FORMS!
Updated January 27, 2014 Be careful as we approach the turn of the calendar year, with the new 2013 forms. The rule is, if you have to submit a delinquent or amended Form 5500 return for plan years...
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