Learn about the 2018 Form 5500 changes including new questions, administrative penalty updates, revised codes and new EFAST2 FAQs. Plus, the current status of the proposed Form 5500 changes that were supposed to originally be effective for 2019 plan years will be addressed. We are also excited to review the 5500 Preparer’s Manual new chapter that presents common triggers of a government audit and discusses several DOL and IRS initiatives. This will assist plan recordkeepers, plan service providers, and plan sponsors to ensure their plans are in compliance.
Additional topics will include, Form 5500 common errors, issues to be aware of when requesting a filing extension, and the DFVC Program.
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Linda T. Fisher
Founder of Linda T. Fisher 5500 Consulting, LLC
President and founder of ERISAdiagnostics, Inc.
Mary is President and founder of ERISAdiagnostics, Inc., an employee benefits consulting firm that helps clients navigate ERISA compliance obligations. Ms. Andersen’s career spans over 35 years of experience as an employee benefits professional in the corporate world and as a consultant.