Meeting Details

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ASPPA Webcast: Form 5500 Update-OD
1.00 ASPPA
June 19, 2019 To June 19, 2020
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Recorded Webcast
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.

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