This workshop is available for both onsite and online participants and part of the flex-pass option. This half-day Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We also explore common practitioner questions and pitfalls of the Form 5500 and related schedules. We find that when practitioners bring their questions to the workshop, we all learn more, especially with Department of Labor specialist attending the session! 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 2018 Form 5500 Use Form 5500 related schedules and address common questions Use the Electronic Filing/EFAST2 system Determine when DOL enforcement may occur Use Form 8955-SSA
Attendees will be able to identify Form 5500 specifics and identify common issues
Attendees will be aware of changes to 2019 Form 5500