Form 5500 – Reporting & Other Compliance Matters
Tue, Jul 28
|Zoom link will be provided
Stay ahead of changing Form 5500 requirements and gain practical strategies to help keep your employee benefit plans compliant.
Time & Location
Jul 28, 2026, 9:00 AM – 10:30 AM
Zoom link will be provided
Guests
About the event
Stay Compliant: Form 5500 Reporting & Regulatory Updates
Live Zoom Event with Louis F. LiBrandi, ChFC, EA, CEBS, TGPC
Join us for an informative session designed for HR professionals, plan sponsors, fiduciaries, and benefits advisors looking to stay current on the latest Form 5500 reporting requirements and compliance developments.
What you'll learn:
✔ Form 5500 Updates – Understand the latest filing changes, participant counting rules, and new reporting requirements.
✔ IRS & DOL Enforcement Priorities – Learn what regulators are focusing on, common compliance pitfalls, and audit trends impacting retirement and welfare plans.