LegalJune 19, 2017

Form 5500 experts to speak at regional conferences offered by Wolters Kluwer Legal & Regulatory U.S.

Wolters Kluwer Legal & Regulatory U.S., the market's leading provider of content and solutions for pension and employee benefits professionals, recently kicked off a unique series of expert educational panels focused on Form 5500, the mechanism by which employee benefit plans satisfy the annual reporting requirements set forth in the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code.

The series began with a June 1 webinar, “Form 5500: Everything You Need to Know but Were Afraid to Ask.” The session, which drew a record 1,400 attendees, featured two of the nation's foremost experts on Form 5500 - Linda T. Fisher and Mary B. Andersen, the new authors of Wolters Kluwer's 5500 Preparer's Manual for 2016 Plan Years. Ms. Fisher and Ms. Andersen who combined have more than 60 years of expertise in the employee benefit compliance, reporting, and disclosure world, offered insight and guidance relevant to plan administrators, third party administrators, accountants, actuaries and other relevant market participants as filing season for most plans approaches.

The Form 5500 experts will now lead similar presentations at two forthcoming Regional Conferences. The June 20 conference in Chicago will feature Ms. Fisher and the August 8 session in Philadelphia will feature Ms. Andersen., a product suite of Wolters Kluwer, offers employee benefits professionals fully web-based software that streamlines tasks in the areas of government form filings, including Form 5500, retirement plan document generation and annual compliance testing.  The software's usability and integration – ensuring the seamless flow of data between modules – drives more efficient filing processes, saving professionals time and money.'s Form 5500 Software Module is a market leader in respect of the number of annual Form 5500 filings completed using the software, user experience and customer support. is one of the first vendors to release the 5500 forms and updates annually, allowing practitioners to get an early start on completing the forms and is known throughout the industry for its outstanding product support.

Additionally, Infolink, an add-on feature to the Form 5500 Software Module provides direct access to relevant content in the premier resource 5500 Preparer's Manual for 2016 Plan Years, putting relevant content in context to the benefit of those filling out Form 5500. is hosting two Regional Conferences, each of which are designed to quickly and expertly provide attendees with the latest Form 5500, ERISA, and ethics updates, as well as to offer up to seven continuing education hours including two hours of ethics credits.

“Wolters Kluwer has long been a provider of premier resources in the field of Form 5500 preparation, but the addition of two of the foremost experts on the subject, along with our series of educational opportunities, and the newly updated Form 5500 Software Module takes our portfolio to an even higher level,” said Dom Cervi, Vice President of the Corporate Compliance Unit at Wolters Kluwer. “We're pleased to be able to offer customers such a unique blend of expert content and integrated workflow solutions.”

To register for the Regional conferences click here
For more information on's Form 5500 Software Module click here
For more information on the 5500 Preparer's Manual for 2016 Plan Years click here

About Wolters Kluwer

Wolters Kluwer (WKL) is a global leader in professional information, software solutions, and services for the health, tax & accounting, governance, risk & compliance, and legal & regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.

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