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Form 5500: Update and Solving Filing Problems
Presented by: Janice M. Wegesin, CPC, QPA
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Live - CLOSED
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Eastern
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Central
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Mountain
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Pacific
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2:00 pm -
3:40 pm
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1:00 pm -
2:40 pm
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12:00 am -
1:40 pm
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11:00 am -
12:40 pm
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What's the Topic?
Even if you have been preparing Form 5500 filings for years, it is important to keep abreast of current reporting and disclosure developments. Ever send a client their Form 5500 filing only to find out they forgot to open the envelope before the due date? Or do you have a new business client with late or missed Form 5500 filings? This session will help you learn about common filing errors and understand the options for dealing with late or missed filings. "Reasonable cause" solutions will be presented, as will details about using the Department of Labor's delinquent filer program. By attending this session, you will be able to efficiently and effectively resolve reporting issues.
- Latest guidance from the DOL and the IRS
- How to relate lines on Form 5500 to various schedules
- Common filing errors and how to avoid them
- The most efficient ways to deal with late filings
- Changes to Form 5500EZ reporting
- Small plan reporting requirements
- How mandatory e-filing will affect your work and what you can do to prepare for this change
Janice M. Wegesin, CPC, QPA, EA, is president of JMW Consulting, Inc., and maintains the Web site, www.form5500help.com.
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