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Compliance Corner Webinar on Form 5500

Date | Time

Thursday, May 16, 2019
1:00PM – 2:00PM


On Thursday, May 16 at 1:00 p.m. Eastern join Ken Spencer and Holly Young to learn the ins and outs of the Form 5500-series returns for employee benefit plans to satisfy annual reporting requirements under ERISA and the IRS.

  • Purpose of the 5500 report?
  • Who has to report?
  • When are reports due?
  • How to complete reports?
  • What must be included?
  • Summary Annual Reports (SAR) to Participants?
  • Data collection and processing techniques

The session is limited to 1,000 participants; if you can't make it or it fills up, the session will be recorded and the slides and webinar recording will be posted online.