Meeting Details

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Events
Spring National 2024: WS10 - Updates on Forms 5500, 5558, and 8868 (On-Demand)
1.00 ASPPA
Date:
May 16, 2024 To May 16, 2025
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Format:
Recorded Webcast
Credits:
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Formal
1.00 JBEA Non-Core
1.00 NAPA Relevant Topic
1.00 NTSA

The 2023 Forms 5500 and 5500-SF – Annual Return/Report of Employee Benefit Plan have a number of changes from previous filings. This session will discuss the recent changes, updates to Form 5558 – Application for Extension of Time to File Certain Employee Plan Returns, and the new Form 8868 – Application for Extension of Time to File an Exempt Organization Return of Excise Taxes Related to Employee Benefit Plans. This session will discuss:


• The new Schedule DCG for Defined Contribution Group (DCG) reporting options

• The new Schedule MEP for Multiple-Employer Plans

• The new participant counting methodology for determining type of filer.

• The new administrative expenses transparency changes.

• The new compliance questions added to Schedule R.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.

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