The Big Difference between Form 5500 Filing Requirements for Welfare and Retirement Plans

“[T]he DOL has been known to send notices to plan sponsors who have filed a 5500 for their large retirement plan but have not filed a 5500 for their health and welfare plan…. [C]ompanies with large retirement plan are also likely to cover enough people for their welfare plan to have a filing requirement, although the correlation is not certain because how participants are counted is different for retirement plans and welfare plans.” See full article at Belfint Lyons Shuman

By | 2018-06-01T10:47:09+00:00 June 1st, 2018|2018 News, News|