On November 30, 2020, the American Retirement Association wrote to the Department of Labor to ask that the Form 5500 and related instructed be revised so that the determination of whether a plan is exempt from the annual audit requirement is based on the number of plan participants (including long-term part-time employees) with account balances...
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403(b)plan 403b Plan ACOPA Audit Requirement CARES Act Conflict of Interest Rule Correction methods COVID-19 Department of Labor Department of Treasury Electronic Delivery emergency Employee Plans Compliance Resolution System Enhancing Emergency and Retirement Savings Act environmental social governance (ESG) ERISA ESG Fiduciary Fiduciary Rule Financial Factors in Selecting Retirement Plan Investments Act. Form 5500 guidance HEROES Act House Ways and Means Committee Internal Revenue Service James Lankford Lifetime income Litigation risks LTPT Michael Bennet Multiple Employer Plans Pension Benefit Guaranty Corporation plan sponsor plan sponsor of America Pooled Employer Plans Priority Guidance Plan Qualified Default Investment Alternative (QDIA) Registration requirements Retirement Parity for Student Loans Act. Richard Neal Safe Harbor SECURE Act Securities and Exchange Commission Spousal consent student loans