How long can practitioners dodge the bullet of 5500 “compliance questions?” Frankly, compared to what the IRS and DOL want to ask, the compliance questions appearing on the 2016 return are a “walk in the park.” The DOL and IRS filed a 777-page proposal for changes to revamp Form 5500. The additional questions may give many employers cause to reconsider the choices they have made for their plans.
Derrin Watson, who has over 15 years of experience teaching and writing about Form 5500, will explain the issues involved and answer your questions.
Here is the pdf file of the slides.
Continue by clicking on the following link: