Congress passed the 2015 Inflation Adjustment Act to ensure federal agencies comply with the requirement to adjust penalties each year for inflation. Learn More >
The IRS has made available a pilot program for Form 5500 EZ filers to send in delinquent filings with no penalty. Learn More >
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Section 203, 204 and 109 of the Act addressed participant statement requirements, portability of balances and selecting a provider for Lifetime Income products.
Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500.
Congratulations Caryn and Greg!