DRIVING THE 5500 HIGHWAY: A ROADMAP TO 403(b) SUCCESS
A WEBINAR PRESENTED BY MULTNOMAH GROUP AND MOSS ADAMS, LLC
WEDNESDAY, MARCH 21, 2012
10:00 A.M. TO 11:00 A.M. (PACIFIC TIME)
Beginning with the 2009 filing year, 403(b) plan sponsors have been forced by regulation to learn the ins and outs of the Form 5500 filing and independent audit process. The collective experience of the 403(b) plan sponsor community over the past two filing years has informed the Multnomah Group and Moss Adams that further education and best practices discussions would assist 403(b) plan sponsors in having more positive experiences. So, now that you've test driven the 5500 filing process, let's get on the highway and provide you with the roadmap to increased and continued success.
In this webinar, Gina Gurgiolo of the Multnomah Group and Catrina Blackwell of Moss Adams will discuss the following:
- Best practices for audit preparation, including new financial statement disclosures;
- Typical audit findings and how to avoid them;
- 2011 changes in the Form 5500;
- Schedule C and its relationship to the final fee disclosure regulations; and
- A "roadmap" to Form 5500 preparation success.
About Multnomah Group
The Multnomah Group is the leading provider of fee-only retirement plan and investment consulting services to employer retirement plans in the United States, providing investment consulting, vendor search, benchmarking, and design services.
About Moss Adams
Moss Adams LLP combines a keen understanding of the changes being brough about by today's competitive business environment and our experience in evaluating the risks you face on a daily basis. Our goal is to provide the maximum return on your investment in the audit process through in-depth analysis of your financial statements, internal controls, and overall business.
Host: Catrina Blackwell, CPA
Catrina Blackwell has practiced public accounting since 1992. She has experience auditing benefit plans of all types and sizes including single employer, multiemployer, pension, 403(b), and health and welfare plans.
Host: Gina Gurgiolo, JD, LL.M
Gina Gurgiolo is a Senior Consultant for the Multnomah Group, leading the firm's technical services department. Gina's retirement plans technical services background includes particular expertise in secondary and higher education, and the tax-exempt and governmental sectors.
