Description
The Form 990 was written for not-for-profit entities, which health and welfare plans technically are. Ever wonder how to read or complete a Form 990 for your health and welfare plans/VEBAs? This session will help translate the form into benefit plan terminology to assist auditors and tax preparers in reviewing and completing them.
After this session, participants will:
Learning Objectives:
- Identify how to complete or review key sections of the Form 991
- Recognize what information the Form 990 provides that could be relevant to the audit
- Discover tips and examples to efficiently complete or review Form 991
Speaker(s):
- J. Calvin
Marks,
CPA, EA,
Senior Manager,
Johnson Lambert LLP
- Deb
Walker,
National Director, Compensation and Benefits,
Cherry Bekaert
Category:
Concurrent Session Online
