Form 5500 Workshop

Session Date: 
May 7th, 2017 - 1:00PM6:00PM

The Form 5500 workshop explores the Form 5500 and its schedules in depth, and addresses common practitioner questions. We will also discuss the proposed revisions to the Form 5500 and schedules.

Attendees will:

  • Understand common Form 5500 questions and answers
  • Become familiar with proposed changes to Form 5500


CPE Credits: 5

Session Price: $305.00

Field of Study:

Session Type:

Speaker(s) Speaker Details Session(s)
Deborah Packer J.D., Director, PricewaterhouseCoopers LLP, New York, NY 4, 102
Scott Albert U.S. Department of Labor, EBSA, Washington, DC 24, 102, 203
Laura Anderson CPA, Certified Pension Consultant, Senior Manager, Ernst & Young LLP, Dallas, TX 102
Kimberly Flett CPA, QPA, QKA, Managing Director, National Practice Leader, BDO, Akron, OH 41, 72, 102
Mike Kraemer CPA, Director, Fidelity Investments, Covington, KY 38, 102

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2