- 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.
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.
