The Form 5500 is often referred as the window through which the IRS and DOL view the plan. Completing the forms timely and accurately is necessary for proper plan administration and it avoids unnecessary and costly government interaction. Having a command of the Form 5500 (and Schedules) questions not only makes you a more effective preparer but it also helps you effectively advise your clients on potential audit issues and plan failures. In this webcast, we will explain the changes to the form and troubleshoot questions that might generate IRS or DOL attention.
About the Speaker
Stephen is an ERISA attorney and educator with 36 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also provides professional consulting. Mr. Forbes has drafted qualified plan, 403(b), 457(b), 409A and IRA documents. He was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees.
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Recordings are available one week after the live webcast takes place.
To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.