Navigating the maze of changes with Form 5500

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Deadline: July 19, 2018 | Date: July 19, 2018

Venue/Country: online event, U.S.A

Updated: 2018-06-11 14:42:21 (GMT+9)

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(A multiple-employer plan for this purpose is a plan that is maintained by more than one employer and is not a ‘‘single employer plan’’ and not a ‘‘multiemployer plan’’ for Form 5500 filing purposes.)

The CSEC Act established additional annual reporting requirements for multiple-employer plans for plan years beginning after Dec. 31, 2013. Specifically, new section 103(g) of Title I of ERISA requires that the annual report of a multiple-employer plan must include a list of participating employers and a good faith estimate of the percentage of total contributions made by each participating employer during the plan year.

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. Plan administrators are required to file Form 5500 for retirement plans subject to ERISA.

This webinar will discuss the practical guidance about your Form 5500 and Form 8955-SSA filing requirements.

Areas Covered in the Webinar:

Overview of the Form 5500 and reporting requirements

Review changes to the 2014 Form 5500 series reports and EFAST2 processes

2015 Form 5500-SUP Draft Instructions

Schedule C Disclosures, direct, indirect, and eligible indirect compensation

Schedule 8955-SSA requirements and electronic filing

How to handle late deposits

Understanding your audit requirements

Overview of the changes to the M-1 for MEWAs

DOL Delinquent Filer Voluntary Compliance (DFVC) Program overview