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