This session is part of the 2024 Employee Benefits Conference. Its aim is to provide professionals working in the employee benefit plan industry with an update on recent change to assist with their professional development. Date of recording: 6/6/2024
Learning Objectives
- Upon completion of this course, you'll be able to:
- Identify the key 2023 changes to Form 5500 reporting requirements, including new compliance questions and electronic filing mandates for employee benefit plans.
- Analyze how the updated Schedule H, I, and R modifications impact plan administrators’ disclosure obligations and audit procedures.
- Develop a compliance checklist to implement the 2023 Form 5500 changes efficiently, avoiding common filing errors and penalties.
Major Topics
- Key 2023 changes to Form 5500 reporting requirements.
- How the updated Schedule H, I, and R modifications impact plan administrators’ disclosure obligations and audit procedures.
- Compliance checklist to implement the 2023 Form 5500 changes efficiently, avoiding common filing errors and penalties.
