Mr. Albert has been the Chief of the Division of Reporting Compliance since 2000. He has over ten years of public accounting experience managing audits of qualified employee benefit plans, P & C insurance companies and health care providers. His current responsibilities include maintaining a multifaceted reporting compliance program that utilizes compliance assistance, voluntary compliance and traditional enforcement strategies.
Debbie Packer is a Director in the New York City office of PwC’s Global Human Resources Solutions Group. She consults on a wide variety of issues relating to employee benefits, primarily in the area of ERISA compliance. Ms. Packer has specialized in the employee benefits field for over 30 years. She has extensive experience in employee benefit plan drafting, retirement plan compliance audits, plan sponsor representation in IRS audits and in the preparation and review of Forms 5500.
This half-day Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We will also explore common practitioner questions and pitfalls of the Form 5500 and related schedules. 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 2017 Form 5500
• Use Form 5500 related schedules
Laura is a Senior Manager in Ernst & Young’s People Advisory Services practice is based in the Dallas office. She leads the Employee Benefits Compliance Services Group, which provides Form 5500 preparation services for over 1,500 employee benefit plans. Her areas of specialization include preparation and review of Forms 5500, tax reviews of employee benefit plan audits, retirement plan compliance reviews, benefit assimilation and vendor management, and vendor search and selection.
Mike supports the annual plan year end reporting package, Form 5500 service and auditor support for Fidelity Investments. For the past 16 years, he has provided internal support to Client Services as well as external support to Fidelity clients and their auditors as it relates to the preparation of plan financial statements and Form 5500 filings. Mike’s responsibilities include monitoring regulatory/reporting changes and collaborating with technology teams to define business requirements, and to develop and deploy reporting solutions.