Form 5500: Overview of Changes to the Form 5500 and Audits of Employee Benefit Plans

Wednesday, June 22
12:00 p.m. ET

There have been several developments in the last couple of years which impact a plan sponsor’s Form 5500. In addition to new auditing standards issued by the AICPA Auditing Standards Board that apply to the audited financial statements that may be required to be filed with the 2021 Form 5500, the Department of Labor has issued content changes to the Form 5500 which are applicable for the 2022 plan year. This webinar will provide an overview of the following:

  • Overview of the Form 5500 Requirements
  • Summary of the Auditing Standards No. 136 and the impact on audits of employee benefit plans
  • Summary of the content changes to the 2022 Form 5500
  • Summary of proposed changes to Form 5500

Credit for Ohio Continuing Legal Education is currently pending.


Christine Poth


Christine is a partner in the Vorys Columbus office and a member of the labor and employment group. Her practice focuses on employee benefits and related tax matters. She has experience in the design, implementation and administration of qualified retirement plans, health and welfare plans, insurance benefits, fringe benefits, deferred compensation, and incentive bonus programs. She has significant experience in working with the Internal Revenue Service (IRS) and Department of Labor (DOL) on compliance issues.


Dawne McKenna Parrish


Dawne is a partner in the Vorys Cincinnati and Columbus offices and a member of the labor and employment group. She focuses her practice on employee benefits and executive compensation issues. She has significant experience advising clients from small private businesses to large publicly held corporations regarding all aspects of employee benefits.



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