Commentary: 401(K) Talk: New Form 5500 E-Filing Requirements

Summary


This year will be remembered as the year the Department of Labor turned the Form 5500 filing process on its ear.

Form 5500 is an annual return that employee benefit plans must file under the Employee Retirement Income Security Act in order to disclose various information to the IRS and DOL.

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Commentary: 401(K) Talk: New Form 5500 E-Filing Requirements

Each plan that files the form must include additional schedules as determined by attributes such as plan size, plan design and investment options. New DOL electronic filing requirements apply to all plans that must submit an annual...

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