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 33 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 33 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 Webinar
This course was last revised on November 4, 2019.
Call 1-866-352-9540 for further credit information.
SHRM 1.5
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Audio & Reference Manual
- Arizona CLE 1.5
- CA MCLE 1.5
- HI CLE 1.5
- IL CLE 1.5
- ME CLE 1.5
- MT CLE 1.5
- NJ CLE 1.8
- NV CLE 1.5
- VT CLE 1.5
- WA CLE 1.5
- WV MCLE 1.8
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
- Arizona CLE 1.5
- CA MCLE 1.5
- HI CLE 1.5
- IL CLE 1.5
- ME CLE 1.5
- MT CLE 1.5
- NJ CLE 1.8
- NV CLE 1.5
- VT CLE 1.5
- WA CLE 1.5
- WV MCLE 1.8
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Credit
More Program Information
Why Lorman?
Over 33 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
- Focuses on employee benefits regulatory compliance, including Form 5500 filings for various types of plans (401(k), 403(b), pension, health & welfare and DFEs), Form 8955-SSA, nondiscrimination testing and summary annual reports
- Assists clients with qualified plan design and implementation, focusing on plan amendments and restatements for compliance with legislative changes
- Assist clients with IRS reporting requirements, including Form 990, Form 5330 and determination letter applications
- Performs reviews of employee benefit plans and advises on plan compliance with IRS rules
- Experience with international compensation and benefits, including taxation of mobile employees and international pension plans
- Presenter of various Deloitte (internal) courses, including Form 5500, qualified retirement plans and global pensions
- 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 33 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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