Events listed in Employee Retirement Income Security Act of 1974 (ERISA)
US Department of Labor releases informational copies of 2023 Form 5500 Series ...
ID 25862
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC) have published informational copies of the 2023 – Form 5500 Annual Return/Report, – Form 5500-SF Annual Return/Report for small pension plans, – Form 5500-EZ Annual Return of a one-participant retirement plan or a foreign pension plan, – *Form 5558 for an application ...
Exemption From Certain Prohibited Transaction Restrictions Involving UBS AG (UBS) ...
ID 23533
The Employee Benefits Security Administration, EBSA, of the U.S. Department of Labor (DOL) published in the Federal Register its [final Prohibited Transaction Exemption (PTE)*](https://www.federalregister.gov/documents/2023/06/02/2023-11864/exemption-from-certain-prohibited-transaction-restrictions-involving-ubs-ag-ubs-and-credit-suisse) in relation to UBS AG and Credit Suisse Group AG (CSGG). The PTE will be valid for one year following the merger of the two institutions and ...
Annual Reporting and Disclosure
ID 23311
The Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor has published in the Federal Register a final rule to make rather technical revisions to a previously issued rule pertaining to the reporting requirements of employee pension plans. Specifically, the previous rule was issued on February 24, 2023 and implemented new reporting and auditing requirements for defined contribution groups and multiple-employer retirement ...
Proposed Exemption for Certain Prohibited Transaction Restrictions Involving UBS AG ...
ID 23233
The Employee Benefits Security Administration, EBSA, of the U.S. Department of Labor (DOL) published in the Federal Register its [proposal](https://www.federalregister.gov/documents/2023/05/12/2023-10289/proposed-exemption-for-certain-prohibited-transaction-restrictions-involving-ubs-ag-ubs-and-credit) to grant a new Prohibited Transaction Exemption (PTE) to allow qualified professional asset managers (QPAMs) of UBS AG and Credit Suisse Group AG related entities to continue t ...
Annual Reporting and Disclosure
ID 22017
In line with the concurrently published modifications to Form 5500, the Annual Return/Report of pension plans (please see EventID 19904 in this context), the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corp. (PBGC) have published in the Federal Register the revisions to corresponding reporting rules under the *Employee Retirement Income Security Act ...
Annual Information Return/Reports
ID 22006
Following the launch of a consultation in 2021 by the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corp. (PBGC) about revisions to Form 5500, the Annual Return/Report of pension plans, primarily to adjust the form to requirements set out in the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the ...