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Form 5500 Industry Update

Wolters Kluwer

May 15, 2019
Recorded Online

Learn about the 2018 Form 5500 changes including new questions, administrative penalty updates, revised codes and new EFAST2 FAQs. Plus, the current status of the proposed Form 5500 changes that were supposed to originally be effective for 2019 plan years will be addressed.

We are also excited to review the 5500 Preparer’s Manual new chapter that presents common triggers of a government audit and discusses several DOL and IRS initiatives. This will assist plan recordkeepers, plan service providers, and plan sponsors to ensure their plans are in compliance.  

Additional topics will include, Form 5500 common errors, issues to be aware of when requesting a filing extension, and the DFVC Program.


  • Linda T. Fisher, Founder of Linda T. Fisher 5500 Consulting, LLC
  • Mary B. Andersen, President and Founder of ERISAdiagnostics, Inc.

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