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5500 Reporting – What, When, Who & How

May 16, 2019  |  By: NAHU
Compliance Corner  |  Form 5500

Join Ken Spencer and Holly Young of HR Service, Inc. for NAHU’s member-exclusive Compliance Corner webinar reviewing the what, when, who & how of Form 5500 Reporting. 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



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