ASPPA Webcast: Form 5500 Update 2017
Tuesday, June 5, 2018
2:00 - 3:40 p.m. ET
Speaker: S. Derrin Watson, Esq., APM, Law Offices of S. Derrin Watson
Experience Level for Attendees: Intermediate
IRS Program Number: CZTXU-Q-00874-18-O
Webcast Outline: Coming Soon.
Form 5500 is continually changing and 2017 is no exception. The compliance questions are gone, and there are subtle changes in the forms and instructions. We will keep you abreast of what’s happening and what’s on the horizon, as the EBSA looks to its modernization proposal under new leadership.
1. Correctly complete Forms 5500, 5500-SF, 5500-EZ, and 8955-SA, including recent changes
2. List some of the major changes in the modernization proposal
3. Avoid common filing mistakes
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker:
S. Derrin Watson, J.D., is a pension attorney and educator who consults, speaks, and writes about a variety of pension topics, including 401(k), 403(b), 457, and 409A plans; and Form 5500 issues. He has been involved with qualified plans since 1977 and had his first case involving controlled groups shortly thereafter. Derrin has maintained a strong interest in this area ever since and has become the leading authority on controlled group, affiliated service group, and leased employee issues. He recently released the 7th edition of his book, Who’s the Employer: A Guide to Employer and Aggregation Issues Affecting Qualified Plans, and was a presenter at the 2017 ASPPA Winter Virtual Conference.
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