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The Vita Blog / Retirement

by Vita, on July 13, 2020

Administration Form 5500 Season For calendar year plans, the 2019 Form 5500 and Form 8955-SSA (if applicable) remains due July 31, 2020 unless an application for extension has already been …

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Topics:Retirement

by Vita, on April 6, 2020

401(k) News Passage of the CARES Act Congress passed the CARES Act on March 27, 2020 to help participants and plan sponsors through the economic consequences of the COVID-19 viral …

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Topics:Retirement

by Vita, on March 13, 2020

Recent Market Volatility While market corrections are never pleasant, they are something investors should expect to happen from time to time, especially as saving for retirement is a long-term process …

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Topics:RetirementCOVID-19

by Vita, on January 9, 2020

Administration 2019 Year-End Census Information Due Now! It’s that time again! Perhaps one of the most pressing compliance matters is the submission of census data to begin compliance testing. Sponsors …

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Topics:Retirement

by Vita, on November 6, 2019

Overview The Internal Revenue Service has announced the 2020 cost-of-living adjustments (COLAs) to the various dollar limits for retirement plans. The Social Security Administration (SSA) has also announced the taxable …

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Topics:Retirement

by Vita, on October 28, 2019

The Employee Benefits Security Administration of the Department of Labor (DOL) recently announced a proposal for new “safe harbor” guidelines governing electronic distribution of important ERISA disclosures. Under current DOL …

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Topics:Retirement

by Vita, on October 7, 2019

Administration 7 Days Left to File Your Form 5500! For calendar-year plans currently on extension, Tuesday, October 15, 2019 is the deadline to file the Form 5500 and Form 8955-SSA …

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Topics:Retirement

by Vita, on July 9, 2019

Administration Form 5500 Season – Ready, Set, File! It’s that time of year again! For calendar year plans, the 2018 Form 5500 and Form 8955-SSA (if applicable) must be filed …

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Topics:Retirement

by Vita, on April 3, 2019

Administration Large Retirement Plans: Start Scheduling Your Independent Audit Now that census data has been submitted and testing completed for calendar year retirement plans, steps should be taken toward completion …

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Topics:Retirement