Description

The Form 5500 workshop explores the Form 5500 and its schedules in depth, and addresses common practitioner questions. We will also discuss the proposed revisions to the Form 5500 and schedules.

Attendees will:

•Understand common Form 5500 questions and answers

•Become familiar with proposed changes to Form 5500

Speaker(s):

• Laura A. Anderson, CPA, Certified Pension Consultant, Qualified 401K Administrator , Senior Manager, Ernst & Young LLP
• Kimberly A. Flett, CPA, Managing Director, National Practice Leader, BDO
• Michael F. Kraemer, CPA, Director, Regulatory Analysis and Consulting, Fidelity Investments
• Deborah Packer, J.D., Director, PricewaterhouseCoopers LLP
• Scott Albert, Chief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA)