Your employer’s 401(k) plan has a legal document that tells you exactly what you’re paying in fees, who the plan fiduciaries are, and what investment options must be offered. Most participants never ...

This document has been published in the Federal Register. Use the PDF linked in the document sidebar for the official electronic format.

I have heard from a couple of clients recently who have received a penalty notice from the IRS for purportedly filing a late or incomplete 2022 Form 8955-SSA (the IRS form that plan sponsors use to ...

The problem involved Form 8955-A, "Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits." The American Retirement Association contacted the IRS last week to ...

The Department of Labor (DOL) on Aug. 28 announced that its Employee Benefits Security Administration (EBSA) will extend the grace period to obtain new Login.gov credentials for the EFAST2 filing ...

The Employee Benefits Security Administration has extended the time employee benefit plan sponsors and advisers have to obtain new login credentials for the EFAST2 electronic plan disclosure filing ...

The EFAST2 website authentication process is being modernized in 2023. Some changes have already taken place; some deadlines are still ahead—including a grace period that ends Sept. 1. The Department ...

$ python -m platform Linux-5.4.0-139-generic-x86_64-with-glibc2.31 $ python -c "import pypdf;print(pypdf.__version__)" 3.5.0 Schedule H, line 4i Schedule of A ssets (Held A t End of Year) For the plan ...

The Department of Labor announced on Dec. 8 that its Employee Benefits Security Administration (EBSA) is modernizing the EFAST2 website authentication process. EFAST is the electronic platform by ...

The Department of Labor, IRS and Pension Benefit Guaranty Corporation (PBGC) on Dec. 8 released informational copies of the 2022 Form 5500, Form 5500-SF, IRS Form 5500-EZ and their related ...