Ready, Set, Audit: Audit and Form 5500 Tips You Should Know

Ready, Set, Audit: Audit and Form 5500 Tips You Should Know Annual retirement plan audits and Form 5500 filings can be complex, but proper preparation can help plan sponsors avoid costly mistakes and stay compliant. In this webinar, Angela S. Cusmano and Bonnie Treichel discuss key Form 5500 requirements, audit readiness strategies, common compliance issues, and best practices for managing annual reporting obligations. Topics Covered: -Form 5500 filing requirements and deadlines -When a retirement plan audit is required -Common audit findings and compliance risks -Preparing for an audit and organizing documentation -Best practices for reviewing filings and improving plan operations Whether you are a plan sponsor, HR professional, or retirement plan fiduciary, this session provides practical guidance to help you navigate the annual audit and reporting process with confidence. Presented by Angela S. Cusmano, CPFA, CRPC®, AIF® Bonnie Treichel, JD Learn more: www.dca401k.com Compliance Note: This webinar is for informational and educational purposes only and should not be construed as legal, tax, or investment advice. Please consult the appropriate qualified professional regarding your specific situation