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 ACOPA ASEA ASOP Bobby Scott Conflict of Interest Rule COVID-19 Department of Labor Department of Treasury determination letter program Electronic Delivery emergency Employee Plans Compliance Resolution System Enhancing Emergency and Retirement Savings Act ERISA ESG Fiduciary Fiduciary Rule Financial Factors in Selecting Retirement Plan Investments Act. Form 5500 guidance HELP Committee HEROES Act House Education and Labor Committee House Ways and Means Committee Internal Revenue Service James Lankford Kevin Brady LTPT Michael Bennet Multiple Employer Plans Pension Benefit Guaranty Corporation Pooled Employer Plans Priority Guidance Plan restatements Retirement Parity for Student Loans Act. Richard Neal Ron Wyden Safe Harbor SECURE 2.0 SECURE Act Securities and Exchange Commission self-correction student loans Virginia Foxx