Summit Compliance Institute Webinar – 5500 Reporting – Tips and Tricks

Posted on: May 4th, 2023

May 16, 2023

12:00 PM – 1:00 PM

InterWest is a proud sponsor of Summit Employee Benefits Online education. In partnership, we are offering access to the upcoming complimentary webinar.

With the 5500 reporting deadline approaching for calendar year plans, it is a good time to review the general reporting requirements as well as some of the more common (and uncommon) issues employers may face when reporting. We will touch on when to use a wrap document, counting participants, which schedules are needed, special codes for terminating and shrinking plans, plans with multiple policy years, and more.

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