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The 411 on filing Form 5500

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The 2017 calendar-year plan filing deadline for Form 5500 is right around the corner – are you ready? The penalties handed out by the Department of Labor and the Internal Revenue Service for failure to file are significant, so it’s more important than ever that your organization submits timely, accurate filings for employer-sponsored health and retirement benefits. 

But what exactly is Form 5500, and how can you stay on top of the strict compliance regulations and frequently-released legislative changes?

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Topics covered:

  • An overview of Form 5500, including filing deadlines and penalties
  • Form 5500 trends
  • Three things to look for in a Form 5500 administrator

Get insights from top experts

Margy Eickhoff
Form 5500 Manager

Diane Cifuentes Gerew, JD
Sales Executive, Compliance Services

Michele Welsh
Sales Executive, Compliance Services

The 411 on filing Form 5500

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