Free Course

About This Course:

Did you know that you know that specific pension retirement plan 5500 information is publicly available? Many people aren't aware that this information can be searched through the EFAST2 Electronic Filing System and that this information can tell you a lot about a retirement plan. This course, Essentials for Looking Up and Reviewing Your 5500, will provide you with straight forward tips on how to look up your Form 5500, identify DOL red flags, and best practices.

Who Is This Course For?

• Plan Fiduciaries & Committee Members
• HR and Benefits Professionals
• CFO and Finance Professionals
• Business Owners
• Anyone looking for unique training or to learn a new skill

Beginner Level

What Will I Learn?

• What is the Form 5500?
• Looking Up Your Form 5500
• Highlights and Red Flags
• Best Practices

Features

• Self-paced online course
• Five Modules
• Appropriate for all ERISA pension plans including 401(k), 403(b), and DB Plans. Large or Small Plans.
• Mini Quiz
• Bonus Resources

Duration

Approximately 30 minutes