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:
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