Navigating the maze of changes with Form 5500

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Navigating the maze of changes with Form 5500

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Instructor Profile Cathleen Hampton has more than 25 years of experience as a human resources professional providing subject matter expertise in areas such as human capital and work force planning. She has a unique ability to analyze operations for risk and help maneuver cultural practices and compliance enhancements that would increase organizational outcomes. Risk as defined as financial, operational, as well as from a more general workforce planning perspective.

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Description This webinar will help you with practical guidance about your Form 5500 and Form 8955SSA filing requirements, including an overview of recent regulatory changes. 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 satisfies this requirement

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Why should Attend EBSA published an interim final rule to implement Form 5500 annual reporting changes for multiple-employer retirement and welfare plans required by the Cooperative and Small Employer Charity Pension Flexibility Act (CSEC).

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Objectives    

We can get the brief about what is the Form 5500 is. knowing about the review electronic filing. You will be able to identify Schedule C disclosures. We can the detail description about the Schedule 8955-SSA.  How to handle late deposits  Understanding your audit requirements  Overview of the changes to the M-1 for MEWAs

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Who can Benefit           

Human Resource Managers Benefits Administrators Payroll Managers Accountants Controllers Finance Directors Presidents Vice Presidents Tax Managers Business Managers Insurance Professionals And Attorneys.

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


How this Webinar works  Username and Password will be sent to you 24 hours prior to the webinar  Presentation handouts in pdf format will be mailed to you  Login to the session using the username and password provided to you  Get answer to your queries through interactive Q&A sessions via chat

Track this link : Form 5500 Filing www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Connect with Us Online Compliance Panel

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


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