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Form 5500 Reporting Update

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 some recent changes that may impact your filings.

Runtime: 87 minutes
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Why Lorman?

Over 31 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

Electronic Filing

  • Effective Dates/Types of Filing
  • Errors and Lessons Learned From the Prior Plan Years

Schedule C Disclosures

  • Direct Compensation
  • Indirect Compensation
  • Eligible Indirect Compensation

Schedule 8955-SSA

  • Requirements
  • Filing Electronically

Miscellaneous Issues

  • Late Deposits
  • Audit Requirements
  • New Changes to the M-1 for MEWAs
  • Penalties
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More Program Information

Why Lorman?

Over 31 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 October 2, 2017.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • GA CLE 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
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 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

Jamie F. Gross, J.D., LL.M.

Jamie F. Gross, J.D., LL.M.

Deloitte Tax, LLP

  • Firm director in the Global Employer Services - Talent and Rewards Practice in the New York City 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, and health and welfare design and compliance
  • Assists clients with qualified plan design and implementation focusing on plan amendments and restatements for compliance with legislative changes such as GUST and EGTRRA, as well as with ERISA reporting requirements, including Form 5500s, summary annual reports and ERISA 204(h) notices
  • Assists clients with health and welfare plan design, implementation and compliance with a focus on HIPAA privacy regulations, DOL claims procedure regulations and summary plan description regulations
  • Conducts HIPAA privacy seminars for clients focusing on workforce training in privacy regulations
  • Member of the New York State Bar, the New Jersey State Bar and the Massachusetts Bar Associations
  • J.D. degree, New England School of Law; LL.M. degree in taxation, Boston University School of Law
  • Can be contacted at jagross@deloitte.com
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Why Lorman?

Over 31 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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Product ID: 401006
Published 2017
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