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What You Need to Know Before Filing This Year's Form 5500 for Your 401(k) Plan

Thompson Hine LLP

Mar. 13, 2024
On-Demand
Webinar

We invite you to join Laura Ryan and Mark Kroboth, members of Thompson Hine’s Employee Benefits & Executive Compensation team, for a program highlighting critical considerations for completing your company’s 401(k) plan Form 5500. Topics will include:

  • Important changes to the 2023 Form 5500
  • How Form 5500 data can be used to target plans for lawsuits
  • Evaluating whether you may be required to report contributions as late contributions
  • Tips for completing the Form 5500 following a plan merger or transfer of assets to another plan
  • Importance of closely reviewing audit report footnotes
  • Strategies for selecting, engaging or changing audit firms

More Information, How to Register