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Form 5500

Presented by: Linda T. Fisher, Owner, Manager of Linda T. Fisher 5500 Consulting , LLC
Original Broadcast Date: Tuesday, March 24, 2015
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

With employee benefit laws continually changing, it becomes challenging for plan sponsors and benefit plan practitioners to keep current with all Form 5500 filing requirements.  This webcast will focus on understanding the numerous 2014 Form 5500/5500-SF series changes, the new Form 8955-SSA electronic filing requirement, review of the proposed Form 5500-SUP, Form 5558 processing and acceptance concerns, DOL and IRS employee benefit plan current initiatives, common errors that are easy to avoid and more!

Employee Benefit Practitioners and Plan Sponsors need to better understand the key questions on the Form 5500 series filing that the DOL, IRS, and PBGC often use to initiate an audit of the plan.  Learn what the DOL and IRS are focusing on now for the 2014 plan year and next year for the 2015 plan year.


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