EBP2446. Form 5500 - It's Not Just a Signature Page and When is it "Substantially" Complete?

This session will address the Form 5500 return, focusing on an overview of Form 5500 and the related schedules, what's changed in the 2023 Form 5500, what auditors need to consider when determining if it is "substantially complete", and what plan sponsors need to review prior to signing.

Learning Objectives:

• Recognize material inconsistencies between the Form 5500 and the financial statements
• Apply practical tips to efficiently review a Form 5500 by going through an illustrative Form 5500 from an auditor and plan sponsor's perspective.