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2016 Form 5500 Series and Portents of Future Filings

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Description
2016 Form 5500 Series and Portents of Future Filings
Presented by: Kristina Kananen, APA, QPA, QKA, Customer Support for Datair Employee Benefit Systems
Presentation Date: Thursday, March 16, 2017
11:00 a.m. – 11:50 a.m. CT
Continuing Education Credits: 1 NIPA CPE; 1 ERPA CPE 

 
It seems that changes proposed for the 2016 5500 Series weren't made, but are those changes abandoned by the IRS/DOL/PBGC or will they show up again? The Form 5500-SF is filed by 80+% of retirement plans, but are all of those permitted to file Form 5500-SF?  This session will address the 2016 Form 5500 Series, determining which forms a filer should file, the information required and what to do if an error is found after filing. The proposed Modernization Plan will also be included in the discussion with an eye to preparing for new information requirements in the future. 
 
The attendee will achieve an understanding of current filings, error correcting and coming data requirements. 
 
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