It’s been several years since Form 5500 underwent changes that significantly altered the reporting processes of employee benefits plans. But over the past several years, we have noticed an uptick in the frequency of IRS and Department of Labor audits triggered from the 5500 Series forms, which are used to satisfy annual reporting requirements under Title I and Title IV of ERISA and under the Internal Revenue Code. It’s important to stay up to date on 5500 Series forms and the potential traps that exist as you prepare the Forms 5500 and related plan audit (for most plans with more than 100 participants).
We invite you to Clark Schaefer Hackett Shareholders Tiffany White and William Edwards and Christine Poth and Jen Dunsizer, Partners at Vorys, Sater, Seymour LLP and Pease for this educational and complimentary two-part webinar.
