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Form 5500: Update and Solving Filing Problems

Presented by: Janice M. Wegesin, CPC, QPA

> Live  -  CLOSED
> Recorded Register online for the recorded webcast
> Download registration form
April 26, 2007 Live Show
Eastern
Central
Mountain
Pacific
2:00 pm -
3:40 pm
1:00 pm -
2:40 pm
12:00 am -
1:40 pm
11:00 am -
12:40 pm

 

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.

ASPPA Members and Continuing Education

Be a part of the seminar and earn two ASPPA continuing education credits while getting answers to your tough questions without leaving your office! Check the CE section of the website to learn how to use this program for in-house training. ASPPA will not issue any certification of attendance.

Open Registration

To register via fax, download the registration form (PDF: 46KB), complete it, and fax it to ASPPA at 703.516.9308. The webcast presentation costs $175 for ASPPA members and $275 for non-members.

How Do I Participate?

Test your system's capabilities by completing the Browser Check - click on Attendee Login and use 'demo' as the Show Code, and complete the rest of the fields. If you do not pass, follow the instructions online or call 303.499.6645 for assistance. If you do pass, you are all set. The webcast recording is conducted completely via the Internet. Recordings are usually available one week after the original presentation, and are available for one year. The recording can be viewed once.

Please Note

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content of the statements and materials presented by speakers during ASPPA's webcasts.

Need More Information?

Contact ASPPA at 703.516.9300 or e-mail us at webcast@asppa.org.