EBP19102

Form 5500 Workshop

Date
May 5, 2019
$79
Standard Price
Explore related products in the following collection:
Thumbnail for Employee Benefit Plans Conference 2019
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

Speaker Image for Deborah Packer
Director, PricewaterhouseCoopers LLP
Speaker Image for Kimberly Flett
Partner, ERISA & Tax Financial Services, Inc.
Speaker Image for Katherine Smith
Manager, Ernst & Young LLP
Speaker Image for Michael Kraemer
Fidelity
Speaker Image for Scott Albert
Chief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA)

Related Products

Thumbnail for Introduction to Employee Benefit Plan Audits
Introduction to Employee Benefit Plan Audits
This all-day pre-conference workshop is geared toward individuals interested in a general overview and update of the audit, accounting and reporting requirements for employee benefit plans…
Thumbnail for Employee Benefit Plans Conference 2019
Employee Benefit Plans Conference 2019
This includes sessions from the conference: Employee Benefit Plans Conference 2019
Thumbnail for Service Providers - Working Together Effectively
Service Providers - Working Together Effectively
This session will provide tips and general framework for working with plan service providers to achieve a successful, quality audit…
Thumbnail for Traps for Privately Owned Business
Traps for Privately Owned Business
Owning a privately-held business can be tricky. Be aware of these common “traps” and differences in C-corps, S-Corps, LLCs, sole proprietorships, and partnerships by attending this session…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.