On November 1, 2021, the American Retirement Association wrote to the Department of Labor to respond to the request for comments on the notice of proposed revisions to the Form 5500 Annual Return/Report of Employee Benefit Plans (more…)
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...
The American Retirement Association wrote to the Department of Labor about the appropriate reporting of transfers of funds between 403(b) plans on Schedules H and I to the Form 5500. (more…)
The American Retirement Association wrote to the Department of Labor with its overarching concern about the proposal to modernize and improve the Form 5500 series contending that the agencies developing the proposal did not adequately take into consideration the overall time and cost burden for compliance, the impact on small plan filers, and public disclosure...
The American Retirement Association wrote to the Department of Labor to request an extension of the public comment period and a public hearing on the proposal to modernize and improve the Form 5500 Annual Return. Specifically, the American Retirement Association asked for the public comment period be extended to January 17, 2017 and that the...
The American Retirement Association wrote the Office of Management and Budget to express concerns the Internal Revenue Service’s July 7, 2016 submission to the Office of Information and Regulatory Affairs regarding the 2016 Form 5500 series, including the Form 5500-SUP. The American Retirement Association noted that it submitted written comments to the Service on May...
The American Retirement Association wrote to the Internal Revenue Service to respond to the request for comments on the proposed compliance questions for the Form 5500 series. The letter recommended that the effective date for the mandatory collection of information solicited by the new compliance questions be delayed to coincide with the proposed Department of...
The American Retirement Association wrote to the Internal Revenue Service to request a meeting to collaborate on the revised compliance question and instructions that were initially added to the 2015 Forms 5500-EZ, 5500-SF and Form 5500 schedules H, I, and R. The American Retirement Association had previously expressed its concerns to the Service as well...
The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to both the Internal Revenue Service and Treasury Department to request that the Internal Revenue Service permit filers to complete the 2015 Form 5500-SUP (and/or the equivalent items appearing on the 2015 Form 5500 series, including the paid preparer disclosure)...
The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to the Office of Management and Budget to express concern about certain representations the Internal Revenue Service made to the Office regarding the 2015 Form 5500 series reports, including the new Form 5500-SUP. ASPPA submitted written comments to the IRS...
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