What You Need To Know Before Filing This Year’s Form 5500 for Your 401(k) Plan

Date: Wednesday, March 13, 2024
Time: 1:00 - 2:00 p.m. ET
Contact: Diane Weber, Diane.Weber@ThompsonHine.com

A webinar presented by Thompson Hine LLP

We invite you to join Laura Ryan and Mark Kroboth, members of Thompson Hine’s Employee Benefits & Executive Compensation team, for a program highlighting critical considerations for completing your company’s 401(k) plan Form 5500. Topics will include:

• Important changes to the 2023 Form 5500
• How Form 5500 data can be used to target plans for lawsuits
• Evaluating whether you may be required to report contributions as late contributions
• Tips for completing the Form 5500 following a plan merger or transfer of assets to another plan
• Importance of closely reviewing audit report footnotes
• Strategies for selecting, engaging or changing audit firms