Katherine M. Smith

Manager | Ernst & Young LLP

Katie is a Manager in Ernst & Young’s People Advisory Services practice and is based in the Indianapolis office. She is a member of the Employee Benefits Compliance Services Group, which provides Form 5500 preparation services for over 1,200 employee benefit plans. Her areas of specialization include preparation and review of Forms 5500, tax reviews of employee benefit plan audits, benefit assimilation and vendor management, and vendor search and selection. Katie has nearly 20 years of experience in employee benefits consulting, primarily in the areas of ERISA compliance and benefit plans. She has extensive experience in the preparation and review of Forms 5500 and tax status reviews of employee benefit plan audits. She has also assisted clients with the preparation of Forms 5330, and submissions to the Department of Labor’s Delinquent Filer Voluntary Compliance and Voluntary Fiduciary Compliance Programs. Education and professional affiliations ► BS from Butler University ► Qualified 401(k) Administrator designation through the American Society of Pension Professionals and Actuaries


Sessions

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' More