Navigating the maze of changes with Form 5500 2018

Topics

• Review changes to the 2014 Form 5500 series reports and EFAST2 processes
• Overview of the Form 5500 and reporting requirements
• Schedule C Disclosures, direct, indirect, and eligible indirect compensation
• 2015 Form 5500-SUP Draft Instructions
• How to handle late deposits
• Schedule 8955-SSA requirements and electronic filing
• Overview of the changes to the M-1 for MEWAs
• Understanding your audit requirements
• DOL Delinquent Filer Voluntary Compliance (DFVC) Program overview

Who should Attend

• Benefits administrators
• Human resource managers
• Accountants
• Payroll managers
• Finance directors
• Controllers
• Vice presidents
• Presidents
• Business managers
• Tax managers
• Attorneys
• Insurance professionals