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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

Tips, Tricks, Pointers and Nits for the 2025 Form 5500 Season

ASPPA [American Society of Pension Professionals & Actuaries]

Apr. 24, 2025
Webinar

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:

  • Know what is new for 2024 Form 5500s.
  • Learn real-life hacks to get information needed easily and efficiently.
  • Identify potential challenges resulting from recent legislation.

More Information, How to Register