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Jeanne Barrett

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ERISA
Jeanne Barrett | 4.13.2020

Form 5500 Filing Relief for Filings Due Before July 15, 2020

The IRS issued Notice 2020-23 which includes Form 5500, Annual Return/Report of Employee Benefit Plan due to be filed between the period April 1, 2020

Cybersecurity Considerations for Employee Benefit Plans

The DOL's ERISA Advisory Council recently issued a report, Cybersecurity Considerations for Benefit Plans, which summarizes its examination of and
ERISA
Jeanne Barrett | 2.8.2016

An Update from the DOL Regarding Employee Benefit Plan Audits

On January 22, 2016, the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) held its annual Designated Partner 2016 Audit Planning webinar. The
ERISA
Jeanne Barrett | 10.28.2015

Society of Actuaries Issues Updated Mortality Improvement Scale

On October 8, 2015, The Retirement Plans Experience Committee (RPEC) of the Society of Actuaries released an updated mortality improvement scale called

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FASB Issues Final Standard Toward Simplifying Employee Benefit Plan Reporting

As part of its Simplification Initiative, the FASB issued Accounting Standards Update (ASU) No. 2015-12, Plan Accounting: Defined Benefit Pension Plans
ERISA
Jeanne Barrett | 5.7.2015

AICPA Asks Congress for Retirement Plan Simplification

The AICPA recently sent a comment letter to the Senate Finance Committee Tax Reform Working Group on Savings and Investment regarding simplification of
ERISA
Jeanne Barrett | 3.3.2015

Are Errors on Your Form 5500 Sending Red Flags to the IRS?

The Internal Revenue Service (IRS) recently released an article citing errors on Form 5500 filings that are used by the IRS to select cases for compliance

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