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Jul 16

Fiduciary Academy: Why Filing Your Form 5500 is So Important

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

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About the 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.

When:

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

Where:

Virtual Event