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Top 10 Form 5500 Practice Pointers for Preparers and Reviewers

Top 10 Form 5500 Practice Pointers for Preparers and Reviewers
September 10, 2012 at 3:00 - 4:00 PM ET
The Form 5500 preparation season is winding down, so now is a perfect time to brush up on how to avoid common errors and misconceptions in regards to your filings before they are submitted.

All pension and health & welfare benefit plans that are subject to Title I of the Employee Retirement Income Security Act of 1974 (ERISA) must file a Form 5500 annually. The Form 5500 has experienced several major changes over the past few years. These include,

•       Expanded reporting of direct compensation paid to plan service providers to also include indirect compensation; (Schedule C),
•       Form 8955-SSA clarifications, now filed with the IRS, and
•       More strict EFAST2 System requirements with a greater chance for filings to be not accepted and result in late penalties.

Whether your benefit plan administration firm or HR personnel prepare your company’s Form 5500’s, the Plan Administrator and Plan Sponsor are ultimately responsible for review and sign-off of their company’s filings.

This presentation will guide HR professionals through the Form 5500 filing to help them gain a better understanding of the more critical information required to be reported on a Form 5500 filing. You will also:
•       Learn which items are of greater importance to the Department of Labor and IRS;
•       Improve your ability to perform an effective quality review for each filing type;
•       Understand what is required on Schedule C (indirect compensation) and how to obtain;
•       Feel more confident when working with Form 5500 filings and therefore, proactively move the process along;
•       Reduce the time it takes for Form 5500 preparation and review;
•       Strive to reduce the number of Form 5500 filings; and
•       Avoid the top five Form 5500 Red Flags.
Who Should Participate
HR professionals who are either responsible for preparing Form 5500 filings, providing information for filings, or for final review and sign-off, as the Plan Administrator or Plan Sponsor.
Extra Learning Material

All Registered members are also eligible for:

  1. A copy of the slides presented in this presentation. These are available before and after the presentation.
  2. A Real Media file of the presentation. This file can be downloaded to your iPod or MP3 player after the presentation.
  3. Access to more than 400 podcasts with HR Gurus and Industry Leaders (downloadable files available 24 hours after the live broadcast) as well as access to our blogs, polls, surveys, 25,000+ article library, Business Book Reviews and so much more!
Recommended Resources
  • Department of Labor Form 5500 related websites
  • IRS Form 5500 Corner
  • Form 5500 Instructions
Human Resources Management
Staffing and Recruitment
Legal and Compliance - Managing Employer Risk
Workforce Planning and Analytics
Training On Compliance
Benefits and Compensation Law
U.S. Based Legal Issues
Retirement Benefits
Health and Wellness
Medical Benefits
Flexible Savings Accounts (FSAs)
Health Savings Accounts (HSAs)
Health Reimbursement Accounts (HRAs)
Long-Term Disability
Health Maintenance Organizations (HMOs)
Preferred Provider Organizations (PPO)
Healthcare Legislation and Compliance
Benefits - Cost Containment, Audits and Legal Risks
What You Will Learn
  • What is new for 2012 (2011 filings)?
  • 10 Practice Tips to ensure filings are complete, accurate and submitted timely.
  • Simplifying reporting of indirect compensation for Schedule C.
  • Strategies to avoid penalties.
  • Clarifying confusion around IRS Form 8955-SSA
Sponsored by
Linda T. Fisher 5500 Consulting, LLC
Linda T. Fisher 5500 Consulting, LLC
Presented by
speaker spacer
Linda Fisher
Linda T. Fisher 5500 Consulting, LLC

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Who is Eligible

This webcast is available to all registered members for free. You are currently subscribed to as a Free Member.

Click the button to access this webcast. Archives, MP3 and PowerPoint slides

What is Required to Attend

Participants in the live webcast will need access to a computer connected to the Internet. highly recommends you test your computer in advance of the webcasts.

Once you register for the webcasts, full login instructions will be sent to you 24 and 2 hours prior to going live. You must run the system test to ensure you can access the session.


Name Comment Rating
4 / 5
Very Good Presentation
Image of Jami Braun, PHR Jami Braun, PHR
Extra Space Management
4 / 5
Very Good Presentation
4 / 5
Very Good Presentation
Image of Amy hosking Amy hosking
Hr Consultant
3 / 5
Good Presentation
Image of KC Griffin KC Griffin
General Electric Company Inc
5 / 5
Excellent Presentation
Image of Sarah Coen Sarah Coen
The Mentor Network
3 / 5
Good Presentation
Image of Jennifer Cumming Jennifer Cumming
McNaughton-McKay Electric
3 / 5
Good Presentation
Image of Shirley Hines Shirley Hines
Beaver Dam Nursing & Rehab Center, Inc.
3 / 5
Good Presentation
Image of Sarah Hare Sarah Hare
Towers Watson
3 / 5
Good Presentation
Image of Patricia Garrett Patricia Garrett
Central Oklahoma Workforce Investment Board
4 / 5
Very Good Presentation
Image of Susan Hitch Susan Hitch
Somerset CPAs
4 / 5
Very Good Presentation
4 / 5
Very Good Presentation
Image of Kathy Rotenberger Kathy Rotenberger
KJ Retirement Consultants
Linda did a nice job presenting the materials and appears knowledgable on the subject matter. A more detailed presentation on the Schedule C reporting would have been appreciated. Possibly a future presentation subject matter? 3 / 5
Good Presentation
Image of Joyce Purdy Joyce Purdy
Siltronic Corporation
More examples would have been helpful- illustrations are sometimes better than words on a page. 3 / 5
Good Presentation
Thank you for a clear and concise presentation. 4 / 5
Very Good Presentation

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"The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Certification Institute’s criteria to be pre-approved for recertification credit."
WorldatWork Society of Certified Professionals. Recertification credit for this event applies to the Certified Compensation Professional (CCP®), Certified Benefits Professional® (CBP), Global Remuneration Professional (GRP®), Work-Life Certified Professional (WLCP®), Certified Executive Compensation Professional (CECP™) and Certified Sales Compensation Professional (CSCP™) designations granted by WorldatWork Society of Certified Professionals.

Recertification credit for this event can be taken by entering it into your online WorldatWork Society recertification application and entering the program date, title and length. Please note that the CECP and CSCP designations require a minimum number of credits from executive and sales compensation-related activities. For more information on recertification, visit the WorldatWork Society recertification webpage at

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