On-Demand Webinar: Navigating the Latest Form 5500 Updates for Employee Benefit Plans

Form 5500 is an important document that is the cornerstone of reporting and disclosure for employee benefit plans. Staying up-to-date with the latest changes and regulatory updates is essential to ensuring compliance and avoiding potential penalties.

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This on-demand webinar presented by Donna Nevolo, Partner and Employee Benefit Plan Market Leader, and Israel Tannenbaum, Partner and Form 5500 Filing Lead, will dive into recent regulatory changes to Form 5500 and the important updates that employers and plan sponsors should be aware of.

View our on-demand webinar to:

  • Describe the changes in the methodology of counting participants and how this has changed the audit requirement.
  • Identify the updates to Schedules included in Form 5500.
  • Analyze Pooled Employer Plan (PEP) reporting requirements and information to be disclosed.
  • Define the late filing penalties and how to avoid them.

Meet the Presenters

Donna Nevolo


Whippany, NJ

Israel Tannenbaum


New York, NY