This half-day Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We will explore common practitioner questions and Form 5500 and related schedules' pitfalls. 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.
Identify Form 5500/5500-SF specifics
Identify changes to the 2017 Form 5500
Use Form 5500 related schedules and Form 8955-SSA
Use the Electronic Filing/EFAST2 system and determine when DOL enforcement may occur