Meeting Details

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Events
ASPPA Webcast: Form 5500 Update-OD
1.00 ASPPA
Date:
June 19, 2019 To June 19, 2020
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Format:
Recorded Webcast
Credits:
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

Speaker:  Stephen Forbes

 

Experience Level for Attendees:  Basic

 

Target Audience:  TPAs, administrators, accountants and advisers

 

Keywords:  Form 5500 Update, Form 5500 Changes

 

IRS Program Number:  CZTXU-Q-01029-19-O

 

Description:  The Form 5500 is often referred as the window through which the IRS and DOL view the plan. Completing the forms timely and accurately is necessary for proper plan administration and it avoids unnecessary and costly government interaction. Having a command of the Form 5500 (and Schedules) questions not only makes you a more effective preparer but it also helps you effectively advise your clients on potential audit issues and plan failures. In this webcast, we will explain the changes to the form and troubleshoot questions that might generate IRS or DOL attention.

Recorded webcasts are availalbe for one year after their live air date.

  • List Price: $99.00
  • Member Price: $59.00
 
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