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Form 5500 Reporting Update

Lorman Education Services

Nov. 4, 2019
Recorded Online
Webcast

Navigating the maze of changes with Form 5500 can leave you lost and helpless without all the important must know information.

Employers who offer an employee benefit plan must file an annual report regarding the plan’s financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this requirement. Learn when you need to file a Form 5500 and what you need to file. The topic will also focus on the Form 8955-SSA.

Learning Objectives:

  • You will be able to discuss what the Form 5500 is.
  • You will be able to review electronic filing.
  • You will be able to identify Schedule C disclosures.
  • You will be able to explain Schedule 8955-SSA.

Faculty:

  • Ginger L. Fisher, J.D., LL.M., Senior Manager, Global Employer Services, Deloitte Tax, LLP
  • Leib Steiger, J.D., Tax Manager, Global Employer Services, Deloitte Tax LLP

More Information, How to Register

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