2 min read

What You Need To Know About Form 5500

By Gibson on Jul 16, 2018 6:30:00 AM

What Is Form 5500? 

Also known as the Annual Return/Report of Employee Benefit Plan, Form 5500 is a filing required annually by the Department of Labor (DOL) & Internal Revenue Service (IRS).

Form 5500 reports and discloses information on benefit plans to ensure:

  • The operation and management of these plans comply with certain Titles outlined in the Employee Retirement Income Security Act of 1974 (ERISA).
  • Sufficient information is provided to regulators to effectively safeguard the rights and benefits of participants and beneficiaries.
Topics: Employee Benefits Employee Benefits Practice
1 min read

IRS Modification To HSA 2018 Contribution Limits

By Gibson on Apr 30, 2018 6:30:00 AM

On April 26, 2018, the Internal Revenue Service (IRS) announced yet another modification to the annual limitation on deductions for contributions to Health Savings Accounts (HSA).

Topics: Employee Benefits Employee Benefits Practice
2 min read

M&A Employee Benefits Strategies

By Brian Bellware on Apr 25, 2018 6:30:00 AM

In this thriving economy, savvy leaders are preparing themselves to capitalize on Merger and Acquisition (M&A) opportunities to supplement organic growth. According to a recent study from Deloitte, “Corporations and private equity firms foresee an acceleration of M&A activity in 2018—both in the number of deals and the size of those transactions.”

Topics: Employee Benefits Employee Benefits Practice M&A