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Form 5500 Preparer Training

For TPA’s and In-House Plan Sponsor Preparers

We have many years of experience to train your Form 5500 preparers! We utilize a variety of effective training tools and methods that have been proven to be successful. Take this very important, yet time-consuming, task off your plate! We will cater to your specific needs. Training sessions include:

  • Line-by-Line review of each schedule,
  • Coordination required across specific schedules,
  • Health & Welfare benefits reporting – common errors,
  • Schedule C deep dive,
  • Schedule H coordination with financial statements,
  • Recent DOL and IRS Updates, and
  • Form 8955-SSA Items to Note.
“Linda did an excellent job of going through all of the reporting requirements and is very knowledgeable. I feel more comfortable now and have the resources to find answers to my questions. Excellent job!” Financial Reporting Supervisor, Bismarck, North Dakota

Click on link for a more detailed description of our training program!  Training Program