Benefits Think Form 5500 changes could increase obligations for plan sponsors
The DOL and IRS announced a proposal to implement significant changes to forms and regulations that govern annual employee benefit plan reporting.
Joseph K. Urwitz
Partner
Benefits Think Form 5500 changes could increase obligations for plan sponsors
The DOL and IRS announced a proposal to implement significant changes to forms and regulations that govern annual employee benefit plan reporting.
IRS expands guidance on in-plan Roth conversions
Plan sponsors who permit (or are considering permitting) in-plan Roth conversions should review the new guidance to make sure their plans are (or will be) legally compliant and include desired features.