Pension Technical Updates
SunGard stays up to date on the latest news regarding issues affecting the pension industry. Our pension experts continue to provide answers to frequenty asked questions as information becomes available to help you understand and prepare for industry changes.
403(b) — New regulations from the IRS and the DOC affect the rules for 403(b) plans, changing processes and requirements for administrators.
EFAST2 — Beginning with the 2009 plan year, the Department of Labor (DOL) began requiring retirement and welfare plans to file their annual reports (Form 5500) electronically (EFAST2). The transformation from paper to electronic filing resulted in significant changes to procedures.
Schedule C — The DOL made significant changes to Schedule C for reporting plan years beginning in 2009 and later. The schedule is designed to help plan sponsors and others be more aware of the types and amounts of expenses a plan pays, with a much greater focus on indirect compensation.
Fee Disclosure — Learn more about the DOL’s July 2010 service provider fee disclosure regulations.
Additional Pension Technical Updates
Click here to view the complete listing of all pension technical updates including information on topics such as, Form 5500EZ, Roth IRAs, Safe Harbor 401(k) and Retirement Plans.
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