What You Need to Know Before Filing This Year's Form 5500 for Your 401(k) Plan

Thompson Hine LLP

We invite you to join Laura Ryan and Mark Kroboth, members of Thompson Hine’s Employee Benefits & Executive Compensation team, for a program highlighting critical considerations for completing your company’s 401(k) plan Form 5500. Topics will include:

• Important changes to the 2023 Form 5500
• How Form 5500 data can be used to target plans for lawsuits
• Evaluating whether you may be required to report contributions as late contributions
• Tips for completing the Form 5500 following a plan merger or transfer of assets to another plan
• Importance of closely reviewing audit report footnotes
• Strategies for selecting, engaging or changing audit firms

More Information, How to Register