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Daybright Financial
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MAP Retirement
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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The Pension Source
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The MandMarblestone Group, llc
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Regional Vice President, Sales MAP Retirement
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Defined Contribution Account Manager Nova 401(k) Associates
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MAP Retirement
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Relationship Manager - Actuary Daybright Financial
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Retirement Relationship Manager MAP Retirement
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MAP Retirement
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Goldberg, Swedelson & Associates
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Tips, Tricks, Pointers and Nits for the 2025 Form 5500 SeasonASPPA [American Society of Pension Professionals & Actuaries] |
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Apr. 24, 2025 On-Demand Webinar |
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Filing a Form 5500. It sounds simple, and yet there are 3 flavors of 5500 with 11 different supporting schedules, and handful of other associated forms like the 5558 and the 8955-SSA. Further, a 5500 reports plan information, and that plan information must be collected from multiple sources which may be internal to the plan sponsor or available from service providers to the plan. As an industry, we have the skills and knowledge to get the job done! Learning Objectives:
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