Course Details

Form 5500 Reporting Update

Webinar: ID# 1020225
Recorded CD
About This Course:
Employers who offer an employee benefit plan must file an annual report regarding the plan's financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this requirement.

Learn when you need to file a Form 5500 and what you need to file. We will focus on recent changes that may impact your filings.


Overview of the Form 5500
  • What Is the Form 5500?
  • Who Must File?
  • What to File
  • Due Dates and Extensions
Electronic Filing
  • Effective Dates/Types of Filing
  • Errors and Lessons Learned From the Prior Plan Years
Schedule C Disclosures
  • Direct Compensation
  • Indirect Compensation
  • Eligible Indirect Compensation
Schedule 8955-SSA
  • Requirements
  • Filing Electronically
Miscellaneous Issues
  • Late Deposits
  • Audit Requirements
  • New Changes to the M-1 for MEWAs
  • Penalties
About The Presenters

Jamie F. Gross, J.D., LL.M.
  • Firm director in the Global Employer Services - Talent and Rewards Practice in the New York City office of Deloitte Tax, LLP
  • Experience in employee benefits focusing on the design, drafting and implementation of qualified and nonqualified plans
  • Focuses on employee benefits regulatory compliance, and health and welfare design and compliance
  • Assists clients with qualified plan design and implementation focusing on plan amendments and restatements for compliance with legislative changes such as GUST and EGTRRA, as well as with ERISA reporting requirements, including Form 5500s, summary annual reports and ERISA 204(h) notices
  • Assists clients with health and welfare plan design, implementation and compliance with a focus on HIPAA privacy regulations, DOL claims procedure regulations and summary plan description regulations
  • Conducts HIPAA privacy seminars for clients focusing on workforce training in privacy regulations
  • Member of the New York State Bar, the New Jersey State Bar and the Massachusetts Bar Associations
  • J.D. degree, New England School of Law; LL.M. degree in taxation, Boston University School of Law
Judith Mester
  • Firm director in the Global Employer Services – Talent and Rewards Practice in the Philadelphia office of Deloitte Tax, LLP
  • Experienced in serving large multinational and mid-cap companies in numerous sectors, including consumer business, manufacturing and life sciences
  • Extensive experience in Sarbanes-Oxley tax compliance, internal control audit reviews, employment and executive compensation tax matters, and IRS practice and procedures
  • Previously was a team leader for Towers Perrin in Philadelphia and focused on various tax compliance matters relating to qualified retirement, and health and welfare programs
  • J.D. degree, Thomas M. Cooley Law School; B.A. degree, The State University of New York at Albany
Form 5500 Reporting Update
Available on CD format
Course Details
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