Speaker: Janice M. Wegesin, CPC, QPA, form5500help.com
Attendee Takeaways:
• Highlight of changes to the 2012 Form 5500 series and instructions;
• Why paid preparers should use caution when completing the forms;
• Update on IRS late notice procedures;
• Discussion of which one-participant plans may use EFAST2 to file electronically;
• Review of data collection suggestions and common questions.
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REGISTRATION
Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will log back in to where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.
Registration Prices
Recorded Webcast
(registration deadline: 04/25/14)
| IndividualViewer | Additional Viewers |
| ASPPA Member: $110 | ASPPA Member: $40 |
| Non-member: $180 | Non-member: $65 |
Registration for Recorded Webcast Includes:
• One viewing of the Webcast recording to play anytime before the one year expiration date
• Webcast outline and any additional presentation materials
Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
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Methods of Registration
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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 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 2 ERPA CE credits.
Continuing Education Changes for RECORDED Webcast Attendees
Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.
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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.
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ABOUT THE SPEAKER
Janice M. Wegesin, CPC, QPA
Janice is president of JMW Consulting, Inc. in Petoskey, Michigan. The firm specializes in compliance work associated with qualified retirement plans and welfare benefit arrangements. Janice has over 30 years 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). Janice is a Member of the American Society of Pension Professionals & Actuaries (ASPPA) and received the organization’s Educator’s Award in 1998 and its Harry T. Eidson Founder’s Award in 2006. Janice also is a member of the National Institute of Pension Administrators (NIPA) and received its Lifetime Achievement Award in 2006. She frequently teaches seminars for pension professionals and accountants on Form 5500 preparation and maintains the Web site www.form5500help.com.
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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]
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