Form 5500 Issues and Resolution

ASPPA [American Society of Pension Professionals & Actuaries]

The webcast will provide a practical overview of the issues encountered in the preparation of Form 5500 and strategies for resolving them.

We will cover common triggers that may generate attention from IRS and DOL and how to effectively support your clients in responding. Preview notable impacts of the new Employee Benefit Audit Standard (Statement on Auditing Standards (SAS) No. 136) on audits and form 5500 preparation.

Learning Objectives:

• Identify strategies to resolve issues encountered in the preparation of Form 5500.
• Identify common triggers that may generate attention from IRS and DOL.
• Explain how the new Employee Benefit Audit Standard may impact future Form 5500 preparation and audit support.

Speaker: Kizzy Gaul, Manager of Regulatory Supervision, Prudential Retirement

More Information, How to Register