If you are required to review your 5500 filings and not sure what it all means or how to approach, we can help! This session will provide an overview of each schedule and can be customized to your needs, including:
Most Common Errors to Avoid,
Schedule Coordination Requirements,
Confirm Final Auditor’s Report Coordinates with Filing,
Understand the Expanded Schedule C ,
Reduce Chances of an Audit by the DOL and IRS, and
Avoid Common Errors that may Result in Correspondence from DOL and IRS.
For Reviewer Training, we will walk through each Form 5500 schedule and point out information that must coordinate with other schedules within that same filing. We will focus on common errors and corresponding line items that need to be consistent with other line items. Both Reviewers and Preparers should attend the Reviewer Training session to perform a self-review and then a peer review.
“I really appreciate the wonderful job you did for our clients. You are so easy to work with and made this a very painless process.”
- Insurance Broker, Ohio
- Financial Reporting Supervisor, Bismarck, North Dakota
- Senior Center HR Manager, California