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Sequoia Events

Form 5500 and Plan Audit

Designed for Sequoia 401(k) clients with Fidelity

Thursday, June 22nd 11-12 PT

Listen to the Sequoia 401(k) and Fidelity Compliance Team discuss annual Form 5500 filing process required for all 401(k) Plans. Topics covered in this session included: 

  • Overview of Form 5500
  • Audit Requirements and Timelines
  • Working through Form 5500 with Fidelity
  • Support & Resources

Kevin Takinen, 401(k) Advisor, at Sequoia
Gerrick Hardy, Compliance Analyst at Fidelity