ERISA Fidelity Bonds vs Fiduciary Bonds
Knowing the difference between a fidelity bond and a fiduciary bond is very important if…
5500tg_SUPAdminDecember 3, 2025
When is a Form 5500 a Final Return?
When is a Form 5500 a Final Return? The instructions state that you check Line…
DOL “Request for Clarification” Notices
Targeting Retirement Plans The Department of Labor’s Office of the Chief Accountant has begun an…
5500tg_SUPAdminOctober 9, 2025
Voluntary Benefits and the Form 5500
Voluntary Benefits and the Form 5500 When are voluntary benefits subject to ERISA? The answer…
5500tg_SUPAdminSeptember 20, 2025
Should former employees in the COBRA election period be counted as “retired or separated participants receiving benefits” on line 6b of the Form 5500?
Should former employees in the COBRA election period be counted as “retired or separated participants…
5500tg_SUPAdminSeptember 4, 2025
5500Tax Group Quick Reference Guide to Welfare Plans
When is the Form 5500 required? When a plan has 100 or more employee participants…
5500tg_SUPAdminJune 12, 2025
Summary Annual Reports
A summary annual report is a condensed version of the Form 5500 report, which plan…
5500tg_SUPAdminMay 3, 2025
When Does a Wellness Plan Need to File a Form 5500?
My company has just adopted a wellness plan for our employees. Do I need to…
5500tg_SUPAdminApril 14, 2025
ACA Reporting: Forms 1094/1095, Part III
ACA Employer Mandated Reporting - Part III IRS Postpones the deadlines for filing ACA Reporting…
5500tg_SUPAdminMarch 23, 2025
Welfare Plan Form 5500 Filing Issues
What are you missing? Many companies are unaware of the filing requirements (Form 5500) for…
5500tg_SUPAdminMarch 21, 2025
