Pre-Conference Optional Workshop Additional Fee

EBP22002. Form 5500 Workshop

The Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We will explore common practitioner questions and Form 5500 and related schedules' pitfalls. The session is designed for plan administrators, auditors, tax professionals, and preparers who want to learn about Form 5500 as well as expand their knowledge of Form 5500 filings.


Learning Objectives:

  • Identify Form 5500/5500-SF specifics
  • Indicate changes to the 2021 Form 5500
  • Select Form 5500 related schedules and Form 8955-SSA
  • Recognize common challenges and how to address them
Date/Time
–
CPE Credits
3.5
NASBA Field of Study
Auditing
Taxes
Level
Basic
Prerequisites
1-2 Years in the Profession
Advanced Preparation
None
Speakers
Image of Laura Taylor

Laura Taylor

Principal
Plante Moran
Image of Christopher King

Christopher King

CPA
Managing Director
PwC
Image of Laura Anderson

Laura Anderson

Senior Manager
E&Y
Image of Scott Albert

Scott Albert

Chief of the Division of Reporting Compliance
U.S. Department of Labor (EBSA)