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.
- 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