The Form 5500 is often referred to as the window through which the IRS and DOL view the plan. Completing the forms timely and accurately is necessary for proper plan administration, and it avoids unnecessary and costly government interaction.
Having a command of the Form 5500 (and Schedules) questions not only makes you a more effective preparer, but it also helps you effectively advise your clients on potential audit issues and plan failures.
In this webcast, we will explain the changes to the form and troubleshoot questions that might generate IRS or DOL attention.
- Avoid mistakes that will cause a filing rejection or DOL correspondence.
- Troubleshoot questions and issues that might generate IRS or DOL audits.
- Explain reporting changes to plan sponsor and other plan professionals.
Speaker: Stephen W. Forbes, J.D., LL.M
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