Navigating the maze of changes with Form 5500 can leave you lost and helpless without all the important must know information.
Employers who offer an employee benefit plan must file an annual report regarding the plan's financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this requirement. Learn when you need to file a Form 5500 and what you need to file. The topic will also focus on the Form 8955-SSA.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Overview of the Form 5500
- What Is the Form 5500?
- Who Must File?
- What to File
- Due Dates and Extensions
Schedule C Disclosures
- Direct Compensation
- Indirect Compensation
- Eligible Indirect Compensation
Electronic Filing
- Effective Dates/Types of Filing
- Errors and Lessons Learned From the Prior Plan Years
Form 8955-SSA
- Requirements
- Filing Electronically
Miscellaneous Issues and Topics
- Late Deposits
- Audit Requirements
- Participant Counts
- Penalties
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on November 4, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Ginger L. Fisher, J.D., LL.M.
Deloitte Tax, LLP
- Senior Manager in the Global Employer Services - Rewards practice in the Philadelphia office of Deloitte Tax LLP
- Experience in employee benefits focusing on the design, drafting and implementation of qualified and nonqualified plans
- Focuses on employee benefits regulatory compliance, including Form 5500 and nondiscrimination testing
- Assists clients with qualified plan design and implementation focusing on plan amendments and restatements for compliance with legislative changes, as well as with ERISA reporting requirements, including Form 5500s and summary annual reports
- Performs internal control audit reviews with an emphasis in employee benefits and payroll
- Conducts retirement plan seminars focusing on Form 5500 and compliance programs
- Member of the Pennsylvania State Bar and New Jersey State Bar
- LL.M. degree in taxation, Temple University School of Law; J.D. degree, Temple University School of Law
- Can be contacted at [email protected]
Leib Steiger, J.D.
Deloitte Tax LLP
- Tax manager in the Global Employer Services - Rewards practice in the New York City office of Deloitte Tax LLP
- Advises companies on global compensation and benefits matters, including taxation of mobile employees and international pension plans, FATCA and CRS
- Assists plan sponsors with qualified plan design and implementation, focusing on plan amendments and restatements for compliance with legislative changes
- Performs reviews of employee benefit plans and advises on plan compliance with IRS rules and correction methods
- Assists plan sponsors with employee benefits regulatory compliance, including Forms 990, 5330, 5500 and 8955-SSA, nondiscrimination testing and determination letter applications
- Presenter of various Deloitte (internal) courses, including Global Pensions, Form 5500 and qualified retirement plans
- Member of the New York State Bar
- J.D. degree, Fordham University School of Law
- Can be contacted at [email protected]
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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