How DOL Could Improve Form 5500 for Pension Plans

12/1/16 1:21 PM

On July 21, 2016, the Department of Labor (DOL) Employee Benefit Security Administration (EBSA), Internal Revenue Service (IRS), and Pension Benefit Guaranty Corporation (PBGC) proposed a rule that would change how employee benefit plans share information with the government. This proposal, which revises the existing Form 5500, is intended to make data more useful and protect employees. DOL has encouraged stakeholders to submit public comments on these changes. Read our other posts about the proposed rule here.

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Topics: form 5500

Form 5500: What Could Change for Pension Plan Managers

11/9/16 9:54 AM

On July 21, 2016, the Department of Labor (DOL) Employee Benefit Security Administration (EBSA), Internal Revenue Service (IRS), and Pension Benefit Guaranty Corporation (PBGC) proposed a rule that would change how employee benefit plans share information with the government. This proposal, which revises the existing Form 5500, is intended to make data more useful and protect employees. DOL has encouraged stakeholders to submit public comments on these changes. Read our other posts about the proposed rule here.


Summit recently submitted comments on the proposed rule to revise Form 5500. In this post, we break down key revisions that pertain to pension plans.

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Topics: health claims, form 5500

How DOL Could Improve Form 5500 for Group Health Plans

11/2/16 9:45 AM

On July 21, 2016, the Department of Labor (DOL) Employee Benefit Security Administration (EBSA), Internal Revenue Service (IRS), and Pension Benefit Guaranty Corporation (PBGC) proposed a rule that would change how employee benefit plans share information with the government. This proposal, which revises the existing Form 5500, is intended to make data more useful and protect employees. DOL has encouraged stakeholders to submit public comments on these changes. Read our other posts about the proposed rule here.


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Topics: health claims, form 5500

Form 5500: What Could Change for Group Health Plan Managers

10/26/16 2:37 PM

On July 21, 2016, the Department of Labor (DOL) Employee Benefit Security Administration (EBSA), Internal Revenue Service (IRS), and Pension Benefit Guaranty Corporation (PBGC) proposed a rule that would change how employee benefit plans share information with the government. This proposal, which revises the existing Form 5500, is intended to make data more useful and protect employees. DOL has encouraged stakeholders to submit public comments on these changes. Read our other posts about the proposed rule here.

Read More

Topics: health claims, form 5500

Summit Comments on DOL's Proposed Revisions to Form 5500

10/4/16 10:23 AM

On July 21, 2016, the Department of Labor (DOL) Employee Benefits Security Administration (EBSA), Internal Revenue Service (IRS), and Pension Benefits Guarantee Corporation (PBGC) published in the Federal Register a proposed rule outlining revisions to Form 5500. 

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Topics: administrative data, form 5500

About the Summit Blog

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Summit is a specialized analytics advisory firm that guides clients as they decode their most complex analytical challenges. Our blog highlights the strategies and techniques we use, as well as relevant topics in current events.

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