Form 5550: We're Going All In

Monday, May 14, 2018 - 1:00pm5:00pm

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
• Use the Electronic Filing/EFAST2 system
• Determine when DOL enforcement may occur
• Use Form 8955-SSA

Knowledge Level:

Field of Study:

Session Type:

CPE Credit: 
4.00
Prerequisite: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.
Advanced Preparation: 
None
Speaker(s) Speaker Details Session(s)
Scott Albert U.S. Department of Labor (EBSA), Washington, District of Columbia 102, 204
Laura Anderson CPA, Certified Pension Consultant, Qualified 401K Administrator , Senior Manager, Ernst & Young LLP, Dallas, Texas 102
Kim Flett CPA, Managing Director, National Practice Leader, BDO, Akron, Ohio 102, 48
Mike Kraemer CPA, Accounting/Financial Reporting - Director/Manager, Fidelity Investments, BATAVIA, Ohio 102
Debbie Packer J.D., Director, PricewaterhouseCoopers LLP, New York, New York 102