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Major Changes Proposed for Form 5500

  • By Poms Connects
  •  |
  • Nov 15, 2016

Summary: In July 2016, the Departments of Labor and Treasury and the Pension Benefit Guarantee Corporation proposed major changes to Form 5500. The proposed regulations would affect all ERISA pension and health & welfare plans required to file Form 5500. This Technical Bulletin focuses on how the proposed changes would affect health & welfare plans.
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Topics: ERISA, Department of Labor DOL

ERISA Recordkeeping Requirements

  • By Steve Meilleur
  •  |
  • Aug 11, 2016

Summary: In this Blog, we will address specific recordkeeping rules under the Employee Retirement Income Security Act (ERISA). ERISA has recordkeeping requirements for both retirement plans and for welfare plans and requires that employers retain records on such plans that will verify the accuracy and completeness of any disclosure obligations.
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Topics: ERISA