In the past 10+ years, ADMIN Partners has worked with hundreds of retirement plans. With this experience in hand, we have been able to help navigate Plan Sponsors around the rules and requirements that come with ERISA. To this day, we continue to receive questions from Sponsors and Advisors regarding what subjects a 403(b) Plan to ERISA and the responsibilities that come with this label. In order to create a better understanding of ERISA, here is ...
ERISA
YEAR-END EXTENSION DEADLINE APPROACHES
October 15, 2018 is the deadline for the year-end filing extension for retirement plans that are subject to ERISA. With this in mind, our Plan Administration team is working diligently to ensure all of our ERISA clients have submitted their plan data and have signed off on their 5500 filing before the deadline approaches. Below is a quick checklist of our process: If you applied for the 10/15 extension date and have not heard from our Plan ...
5500 DEADLINE APPROACHES
The 5500-filing deadline date is fast approaching for our ERISA Plans with a 12/31 plan year-end and those with a 6/30 plan year-end are just beginning their process. With this in mind, ADMIN wants to be sure all of our Plans are ready to tackle their year-end process. To aid in the filings, our Plan Administration team is encouraging our Plans to utilize a feature that was recently added to our website: The Plan Year-End Calendar. By selecting ...
