Ellen Goodwin

2024 Fiduciary Rule – Impact On HSAs And Health & Welfare Plans

Newly Released 2023 Form 5500s Reflect Significant Changes

IRS Provides An "Electric Shock" By Lowering Mandatory Electronic Filing Threshold

DOL Finalizes Significant Form 5500 Changes For 2023 Year

DOL Suggests Changes To Its Voluntary Fiduciary Correction Program And Related Exemption

DOL (Somewhat) Unshackles Auditors From Stringent Independence Requirements

DOL Issues Final 5500 Rules For MEPs And PEPs, But Defers Finalizing Broader Changes

DOL Releases Field Assistance Bulletin On Disclosure Requirements For Brokerage And Consulting Service Providers Under ERISA 408(b)(2)

Agencies Propose Extensive Form 5500 Amendments

Health Plan Broker & Consultant Service Provider Fee Disclosure