EBP19102
Form 5500 Workshop
Date
May 5, 2019
$79
Standard Price
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You rely on this conference for the tried-and-true: specialized content, authoritative speakers and a chance to pause and check in with your peers…
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
Speakers
Deborah Packer, J.D.
Director, PricewaterhouseCoopers LLP
Kimberly A. Flett, CPA
Partner, ERISA & Tax Financial Services, Inc.
Manager, Ernst & Young LLP
Michael F. Kraemer, CPA
Fidelity
Chief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA)
General
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