Available through June 24, 2016
Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.
Access the presentation outline here!
- A look at the changes to the 2014 Form 5500 series reports and EFAST2 processes
- Why many 2014 Form 8955-SSA reports must be filed electronically
- How the 2015 Form 5500-SUP may create new chaos for preparers
- Filing tips and frequently asked questions
REGISTRATION
Registration Deadline:
Recorded – 06/24/2016
Individual Viewer | Additional Viewers |
ASPPA Member:$110 | ASPPA Member:$40 |
Non-member:$180 | Non-member:$65 |
Registration for Recorded Webcast Includes:
- Unlimited viewings of the Webcast recording to play anytime before the one year expiration date
- Webcast outline and any additional presentation materials
Recordings are available 72 hours after the live webcast takes place.
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CONTINUING EDUCATION INFORMATION
ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.
Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.
Enrolled Retirement Plan Agent (ERPA)
The webcast is designed to offer registrants 1 ERPA CE credit. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.
GENERAL INFORMATION
Cancellation Policy
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.
Disclaimer
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 and materials presented by speakers during the webcast.
ABOUT THE SPEAKER
Janice M. Wegesin, CPC, QPA; President, JMW Consulting, Inc.
Janice M. Wegesin is President of JMW Consulting, Inc. in Petoskey, Michigan. The firm specializes in compliance work associated with qualified retirement plans and welfare benefit arrangements. Ms. Wegesin has over 35 years of experience in the retirement plan industry, is a Certified Pension Consultant and an Enrolled Agent, enrolled to practice before the IRS, and is the author of the Form 5500 Preparer’s Manual (Aspen Publishers).
Ms. Wegesin is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and received the organization’s Educator’s Award in 1998 and its Harry T Eidson Founder’s Award in 2006. Janice received NIPA's Lifetime Achievement Award in 2006. She frequently teaches seminars for pension professionals and accountants on many topics including Form 5500 preparation and maintains the website www.form5500help.com.
QUESTIONS
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703.516.9300
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