Friday, May 2, 2008

IRS Form 5500 Filing Update Web Cast

The DOL announced that they are hosting a Web Cast on the IRS Form 5500 reporting requirements on May 8:

Washington – The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) will host a free web cast May 8 to help employers and plan administrators understand and comply with the Form 5500 Series reporting requirements under the Employee Retirement Income Security Act (ERISA).

This second in a series of web casts will help employers and plan administrators meet their obligations under ERISA to file timely and accurate financial reports on the operations of pension, health and other benefit plans. The web cast will address ways to avoid common filing errors, how to select the accountant best qualified to audit your plan, what to be aware of when reporting alternative investments, and rules on "blackout notices." It will also provide important information to 403(b) plan sponsors to help them prepare for expanded filing requirements, and preparing for an audit of the plan. The Internal Revenue Service will participate in the event to discuss its late and stop-filer program.

The series is being offered as part of EBSA's compliance assistance program – Getting It Right - Know Your Fiduciary Responsibilities – to help employers and plan administrators meet their fiduciary responsibilities and avoid potential civil penalties under the law.

This event is open to news media.

  • What: Web cast on Form 5500 reporting requirements
  • Who: Employers and plan administrators
  • When: May 8, 2008, Noon to 2 p.m. EST
  • Where: Live over the Internet at the URL below
  • How: Registration is required and available on a first-come, first-served basis. Visit EBSA's Web site at and click "Plan Filing Update Web cast" under "Compliance Assistance Seminars."
  • More Information: Call 202.693.8660

Here is a link to the Plan Filing Update Web Cast, the second in the series of webcasts. The first web cast, Know Your Fiduciary Responsibilities – An Update on Pension Protection Act and Related Guidance for Practitioners, is online and archived from the December 6, 2007 webcast.

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