Mini Course - Essentials for Looking Up and Reviewing Your 5500
Straight forward tips on how to look up your Form 5500, identify red flags and suggested best practices
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
What Will I Learn?
- What is the Form 5500?
- Looking Up Your Form 5500
- Highlights and Red Flags
- Best Practices
- 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
Approximately 30 minutes
Brent Willey is currently the Co-Founder and Director at Fiduciary Education. In this capacity, Brent provides educational services to assist retirement plan sponsors and fiduciaries with their plan management. He is also one of the founders of the Retirement Plan Road Show, which is a series of summits and workshops that gather plan sponsors and industry leaders to discuss fiduciary best practices and improving participant outcomes
Brent is a specialist in plan benchmarking, investment advisor searches, retirement plan databases, and developing learning content for plan sponsors.
A graduate of San Diego State University, Brent earned a Bachelors of Science in Finance with an emphasis in Portfolio Management. He also holds Chartered Retirement Plan Specialist designation, from the College of Financial Planning.
In his free time, Brent enjoys tennis, surfing, and spending time with family and friends. He is passionate about investing, financial literacy, and youth sports.