Recorded May 18, 2017
Financial Information Reporting Requirements, Identifying Valuation Challenges and Expanded Compliance Questions.
This webinar will provide employee benefits professionals and tax advisers with a practical and comprehensive guide to completing Form 5500, with a specific focus on Schedule H, Financial Reporting.
The panel will offer specific guidance on completing the form, detailing the fair value calculations and helping navigate the potential future Compliance Questions of Part IV of the schedule.
The panel will also discuss the pending changes to financial disclosures announced by the IRS and DOL in 2016, and prepare advisers to deal with new reporting requirements.
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