Form 5500 Workshop (1-day program)

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A complete line-by-line review.
Preparing for EFAST2.

Are you wasting valuable time researching 5500 questions? Do some of your answers risk DOL error letters, or worse yet, DOL or IRS audits? Do you need to know what’s new (and what’s not) in the 5500? What do I need to know to prepare for EFAST2 (electronic filing)? Are you asking what are the procedures for the new EFAST2? Will my client qualify for simplified reporting (PPA change)? How do I determine the statute of limitations? New 403(b) plan filing requirements?

This program will save you time and money by providing you with the answers to the tough questions. More than ever, you need the information and analysis of this comprehensive Form 5500 Workshop.

A sampling of topics covered:

  • How to Avoid DOL Error Letters
  • Deadlines and Penalties
  • Sample Completed Form 5500 and Schedules
  • New mandatory Electronic Filing
  • Alternatives for Plans with Less Than 25 Participants
  • Statute of Limitations
  • New 403(b) Filing Requirements Reporting Rules for Late Deposits

NOTE: Back-to-back scheduling!
In most locations, the Form 5500 Workshop is followed on the next day by the 401(k) Plan Workshop. A multi-program registration discount is offered for those who wish to attend both programs at the same location.

Objectives:

Upon completion of the Form 5500 Workshop, the attendee should be able to understand:

  • what plans need to file a 5500 and what schedules they need to complete.
  • how to complete the 5500 and the accompanying schedules correctly.
  • what plans are subject to 5500 reporting requirements.
  • how to resolve late filings and DOL correspondence.
  • how to prepare for the new EFAST 2 procedures.
  • what plans qualify for the alternative reporting option.

Who Should Attend:

The Form 5500 Workshop will benefit preparers at all levels of experience. Beginners learn how to complete the forms accurately. Experienced preparers receive an excellent review of the forms and pick up valuable pointers on how to complete the difficult questions.

Third party administrators, consultants, attorneys, accountants, actuaries, trust officers, investment advisors, insurance agents, corporate benefits staff – including compensation and human resources – and others involved with plan design, compliance, administration, and reporting will all benefit from this program.