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.