Training Course Syllabus:

Navigating the maze of changes with Form 5500 Webinar

This webinar will help you with practical guidance about your Form 5500 and Form 8955-SSA filing requirements, including an overview of recent regulatory changes.

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 satisfies this requirement… as long as you are prepared with what you need to know. Plan Administrators are required to file Form 5500 for retirement plans subject to ERISA. Be sure you’re prepared with your plan financial reporting package from TIAA-CREF and keep on top of the due dates for your filings.

Why Should you Attend:

The U.S. Department of Labor´s Employee Benefits Security Administration (EBSA) published an interim final rule to implement Form 5500 annual reporting changes for multiple-employer retirement and welfare plans required by the Cooperative and Small Employer Charity Pension Flexibility Act (CSEC).

(A multiple-employer plan for this purpose is a plan that is maintained by more than one employer and is not a "single employer plan" and not a "multiemployer plan" for Form 5500 filing purposes.)

The CSEC Act established additional annual reporting requirements for multiple-employer plans for plan years beginning after Dec. 31, 2013. Specifically, new section 103(g) of Title I of ERISA requires that the annual report of a multiple-employer plan must include a list of participating employers and a good faith estimate of the percentage of total contributions made by each participating employer during the plan year.

Objectives of the Presentation:

The presentation will cover the following areas:

• Overview of the Form 5500 and reporting requirements


• Review changes to the 2014 Form 5500 series reports and EFAST2 processes


• 2015 Form 5500-SUP Draft Instructions


• Schedule C Disclosures, direct, indirect, and eligible indirect compensation


• Schedule 8955-SSA requirements and electronic filing


• How to handle late deposits


• Understanding your audit requirements


• Overview of the changes to the M-1 for MEWAs


• DOL Delinquent Filer Voluntary Compliance (DFVC) Program overview

Seminar Summary:

Attend this upcoming video conference and understand the basic filing requirements of Form 5500 and the recent regulatory changes. (see full course description)

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