Forms W-4P and W-4R (the Forms) are the tax forms prescribed by the IRS on which a participant receiving payments from a pension plan, including a multiemployer pension plan, may elect to direct ...

Pension plan annual financial reports, which are part of federal Form 5500, may help identify a person to contact, such as the plan's accountant, trustee or attorney. Consider Financial and ...

The Department of Labor, the Internal Revenue Service and the Pension Benefit Guaranty Corporation made final changes to 2023 Form 5500 and Form 5500-SF employee benefit plan reports this week.