Loading Events

« All Events

Virtual Event Virtual Event

Fiduciary Academy: Why Filing Your Form 5500 is So Important

July 16, 2024 @ 3:00 pm - 4:00 pm EDT

Virtual Event Virtual Event

All businesses that offer a retirement plan must fill out a Form 5500. A form 5500 provides the appropriate documentation of your retirement plan and its assets and meets the annual reporting requirements by ERISA. Having accurate records and being timely with you Form 5500 is vitally important. We will discuss some best practices for plan sponsors for filing their form 5500s.

Details

Date:
July 16, 2024
Time:
3:00 pm - 4:00 pm EDT
Event Category:
Series:
Fiduciary Academy
Register or Join

Presented By

Harold G. (Buzz) Hartsig TPA Administrator, OneDigital Financial Services