Mike F. Kraemer

Director, Regulatory Analysis and Consulting | Fidelity Investments

Mike F. Kraemer, CPA Director, Regulatory Analysis and Consulting Fidelity Investments Mike supports the annual plan year end reporting package, Form 5500 service and auditor support for Fidelity Investments. For the past 18 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 training, consulting, monitoring regulatory/reporting changes and collaborating with technology teams to define business requirements, and to develop and deploy reporting solutions. Mike is a Certified Public Accountant with eight and a half years of public accounting experience and is a member of the American Institute of Certified Public Accountants. He is co-founder of The Service Provider Group and heads the group of industry -leading service providers who work together to create symmetry through regulatory reporting changes. He also sits on the Reporting and Disclosure Sub-committee of the American Society of Pension Professionals and Actuaries (ASPPA) Government Affairs Committee. In 2010 Mike co-authored the Form 5500 Preparer’s Manual, known as The Green Book.


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

This session will provide tips and general framework for working with plan service providers to achieve a successful, quality audit.

Learning Objectives:

  • Tips and general More