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Mastering Form 5500 Schedule H: Avoiding Audit Triggers

May 17 @ 1:00 pm - 3:00 pm

Strafford 401k Annual Audits Webinar

Christopher J. Ciminera, CPA, QKA, will be a panelist at Strafford’s Webinar – Mastering Form 5500 Schedule H: Avoiding Audit Triggers

Topic: Mastering Form 5500 Schedule H: Avoiding Audit Triggers

Date: Tuesday, May 17, 2022

Time: 1:00pm – 2:50pm ET


Schedule H of Form 5500 provides important plan financial and compliance detail to the IRS and DOL. Schedule H is generally required to be completed and attached to Form 5500 for plans that cover more than 100 participants. A completed Form 5500 Schedule H will appropriately report the financial position of the plan and communicate answers to a series of compliance questions.

Effective for plans with years ending after December 15, 2021, Statement on Auditing Standards 136 (SAS 136), Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA, makes changes to the independent qualified public accountant’s audit opinion, which changes how a preparer will fill out Part III of the Schedule H. Retirement plan professionals need to be aware of the recent changes made to the Form 5500 to properly complete it.

Listen as our experienced panel provides a thorough and practical guide to mastering Form 5500, with a specific emphasis on Schedule H, Financial Reporting for Employee Benefit Plans, as well as the impact of recent accounting changes to Form 5500 filing requirements.


For more information, visit Strafford’s Webinar Listing.

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