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9 Form 5500 Errors that Might Lead to a DOL Audit

“NO!” This is the answer that we often encounter when we advise making a form 5500 filing amendment.  Many fear that sending an amended filing will lead to a DOL audit. In fact, the opposite typically true. In most cases, leaving a glaring mistake in place could very well lead...

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Wrangle Blog

EBSA’s Debate on the Fate for the SAR, SPD and Annual Notices

EBSA’s Advisory Council Meetings Overview The EBSA Advisory Council meetings in June and August 2017 discussed the fate of three key ERISA mandated disclosures: The Summary Annual Report (SAR), The Summary Plan Description (SPD) The numerous annual and event-based notices Goals for November Presentation The goal of June’s meeting was...

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