Withum | 1 CPE | Navigating the Latest Form 5500 Updates for Employee Benefit Plans
Join us for an interactive webinar presented by Donna Nevolo, Partner and Employee Benefit Plan Market Leader, and Israel Tannenbaum, Partner and Form 5500 Filing Lead, who will dive into recent regulatory changes to Form 5500 and the important updates that employers and plan sponsors should be aware of.
Learning Objectives:
- Describe the changes in the methodology of counting participants and how this has changed the audit requirement.
- Identify the updates to Schedules included in Form 5500.
- Analyze Pooled Employer Plan (PEP) reporting requirements and information to be disclosed.
- Define the late filing penalties and how to avoid them.