Learn about the
2018 Form 5500 changes including new questions, administrative penalty updates,
revised codes and new EFAST2 FAQs. Plus, the current status of the
proposed Form 5500 changes that were supposed to originally be effective for
2019 plan years will be addressed. We are also excited to review the 5500 Preparer’s Manual new chapter that
presents common triggers of a government audit
and discusses several DOL and IRS initiatives. This
will assist plan recordkeepers, plan service providers, and plan
sponsors to ensure their plans are in compliance.
will include, Form 5500 common errors, issues to be aware of when requesting a
filing extension, and the DFVC Program.
ftwilliam.com Webinar Series
REGISTER FOR THE REPLAY!
B. Andersen President and founder of
President and founder of ERISAdiagnostics, Inc., an employee
benefits consulting firm that helps clients navigate ERISA compliance
obligations. Ms. Andersen’s career spans over 35 years of experience as an
employee benefits professional in the corporate world and as a consultant.
T. Fisher Founder of Linda T. Fisher 5500
Linda is Founder and
owner of Linda T. Fisher 5500 Consulting, LLC. The firm specializes in Form
5500 preparation, training, and consulting for qualified retirement plans and
health and welfare plans. Ms. Fisher has over 25 years of experience serving as
an expert of ERISA employee benefit compliance, reporting, and disclosure.