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Understanding the Form 5500 (UFRM)

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Understanding the Form 5500 (UFRM)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Accounting|Auditing
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

This course will provide a general understanding of the reporting requirements and filing instructions for the form 5500. The participants will obtain a better understanding of the requirements for plan auditors to reconcile financial information on the form 5500 to the plan’s financial statements. Topics will also include identifying the plan administrator’s fiduciary responsibility for the information included in the form 5500.

Major Topics:

  • The auditor’s responsibility for the financial information on the form 5500
  • Reporting requirements on the form 5500 and the financial statements
  • Changes in the reporting requirement on the form 5500
  • Reconciling items between the plan’s financial statements and the form 5500

Learning Objectives

  • Prepare for the current year’s audit
  • Obtain a better understanding of the requirements for plan auditors to reconcile financial information on the form 5500 to the plan’s financial statements

Designed for:

Employee Benefit Plan Auditors and Plan administrators of Defined Contribution Plans

Prerequisite:

None

Advanced Preparation:

None

  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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