Description

This half-day Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We will also explore common practitioner questions and pitfalls of the Form 5500 and related schedules. The session is designed for plan administrators, auditors, and preparers who want to learn about the Form 5500 as well as expand their knowledge of the Form 5500 filings.

Attendees will leave workshop able to:

• Identify Form 5500/5500-SF specifics

• Identify changes to the 2017 Form 5500

• Use Form 5500 related schedules

• Use the Electronic Filing/EFAST2 system

• Determine when DOL enforcement may occur

• Use Form 8955-SSA

Speaker(s):

• Scott Albert, Chief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA)
• Laura Anderson, E&Y
• Kimbery A. Flett, CPA, Partner, ERISA & Tax Financial Services, Inc.
• Michael F. Kraemer, CPA, Fidelity
• Deborah Packer, J.D., Director, PricewaterhouseCoopers LLP