ASPPA Webcast: DOL's Proposed Form 5500 Modernization Initiative

IRS Program Number: CZTXU-Q-00699-16-O

Webcast Outline: Coming Soon.

Marianne Gibbs is the ERISA Filing Acceptance System (EFAST) Program Manager for the Employee Benefits Security Administration in the Department of Labor. Prior to joining the Department in 2007, Ms. Gibbs was a senior systems analyst at Mathematica Policy Research Inc. where she helped oversee EFAST development and operations since 1999. Ms. Gibbs began her career as a quality specialist at Malcolm Pirnie Inc. in 1992.

Elizabeth A. Goodman is a Senior Employee Benefits Law Specialist with the Office of Regulations and Interpretations, in EBSA. Prior to joining the Department of Labor, she was an associate in the Washington, D.C. office of Drinker Biddle & Reath. Elizabeth served as a judicial clerk to the Honorable Richard A. Levie, Superior Court for the District of Columbia.

Grace Kraemer is an attorney in the Legislative and Regulatory Department of the PBGC and is the agency’s lead on the 5500 project. She has been an employee benefits professional for nearly 30 years.  In her career she has prepared and filed Form 5500s for corporate pension and group health plans, has worked in the Office of Policy and Research (now EBSA) at DOL, and was an attorney in private law practice represented clients before DOL, PBGC, and the IRS on a variety of matters including Form 5500 matters.

Yaguo Zhang is a Senior Tax Law Specialist in the IRS, Employee Plans.  He joined Employee Plans in 2002 and worked in EP Technical Guidance and Quality Assurance, and now works in EP Technical.  Yaguo has been involved in the development and publication of a number of regulations and other guidance. He is a member of three-agency Form Committee and a project leader of the IRS Form 5500 Project team. Yaguo is actively involved in the development of the Form 5500 series, including Form 5500 and its Schedules, Form 5500-SF, Form 5500-EZ), and Form 8955-SSA.

Craig P. Hoffman, Esq., APM, is General Counsel and Director of Regulatory Affairs for the American Retirement Association. He has previously served ASPPA as President, Co-chair of the Government Affairs Committee and Co-chair of the Political Action Committee. Prior to joining ARA, Craig served as General Counsel for SunGard Relius LLC., and before that, was in private practice, specializing in the areas of taxation, ERISA, and employee benefits.

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]