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Diane Publishing Books
Private Pensions: Targeted Revisions Could Improve Usefulness of Form 5500 Information
Chalres A. Jeszeck (au)
The Form 5500 is the primary means of collecting information for use by the federal government and the private sector on retirement plan assets, which exceeded $6 trillion in fiscal year 2011. Stakeholders, including those who prepare and use the form, have raised concerns about the quality and usefulness of form data. This report reviewed Form 5500 plan investment and fee information. It examined: (1) stakeholder problems with Form 5500 plan investment information; (2) stakeholder problems with Form 5500 service provider fee information; and (3) challenges the Department of Labor (DOL), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC) face in collecting and revising Form 5500 information. Tables and figures. This is a print on demand report.
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Office Computing Bible: Using Personal Computers at Work
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