EBP19102. Form 5500 Workshop

Field of Study: 
Auditing
Taxes
CPE Credit: 
4.0
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.

Sunday, May 5, 2019
 
1:00PM-5:00PM

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.
Learning Objectives:

  • 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


SESSION SPEAKER(S)

CPA
Managing Director, National Practice Leader | BDO
JD
Director | PricewaterhouseCoopers LLP
CPA
Director, Regulatory Analysis and Consulting | Fidelity Investments
QKA
Manager | Ernst & Young LLP