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Form 5500 Workshop (1-day program)
Nashville, TN - 5/31/2012 - 5/31/2012


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:

  • New options for late filing Form 5500-EZ
  • New penalty relief requirements for late filing Form 5500 or 5500-SF
  • New questions for welfare plans
  • New schedule for multiple employer plans
  • New questions about active participants
  • Upcoming Form 5500-SUPP
  • New rules on e-Filing

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!
The Form 5500 Workshop is on the day following the 401(k) Plan Workshop. A multi-program registration discount is offered for those who wish to attend both programs at the same location. Attend both Workshops and enjoy the multiple-program discount – a $50 savings!

OBJECTIVES: Upon completion of the Workshop, an attendee should be able to:

  • Identify which questions and responses likely will invite IRS/DOL audits or investigations.
  • Complete the Form 5500 and accompanying schedules correctly.
  • Determine when to use Form 5500-SF or 5500-EZ.
  • Complete a Form 5500 for a welfare plan and a 403(b) plan.
  • Complete the Form 8955-SSA.
  • Resolve a late filing of a Form 5500.

There are no prerequisites for this program.


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.