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Form 5500 is changing and SunGard’s Form 5500 Workshop is changing to help you meet the new challenges. Of course, you will find answers to your Form 5500 and 8955-SSA questions, but we will also be taking a close look at:
Plan now to attend this workshop and take advantage of the tools it provides to understand the filing obligations a plan sponsor may have and how to satisfy them while minimizing the likelihood of IRS or DOL correspondence.NOTE: Back-to-back scheduling!
OBJECTIVES: Upon completion of the Workshop, an attendee should be able to:
There are no prerequisites for this program.WHO SHOULD ATTEND
The Form 5500 Workshop benefits preparers at all levels of experience. Beginners learn how to complete the forms accurately. Experienced preparers receive an excellent review of the forms and pick up valuable pointers on how to complete the difficult questions. Everyone gains an understanding of the changes now and in the future. Third party administrators, consultants, attorneys, accountants, actuaries, trust officers, investment advisors, insurance agents, corporate benefits staff – including compensation and human resources – and others involved with plan design, compliance, administration, and reporting will all benefit from this program.