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The New 5500-EZ: At last!
Presentor: Derrin Watson Recorded Date: 6/8/2010 Duration: 100 Min.

Description

This is a recording of a program that was presented live on June 8, 2010.

May 10, 2010, a mere 82 days from the filing deadline for calendar year plans, the IRS has released Form 5500-EZ. And it’s not like any 5500-EZ they’ve issued before. There are a lot of changes, both in the questions asked and in the filing requirements.

In this Web seminar, we’ll go line by line through the new form and discuss all the changes. We will also compare it to the alternative form available for owner-only plans, a modified Form 5500-SF, and discuss strategic considerations. As always, there will be time for your questions.

If you use Form EZ, you shouldn't miss this seminar. This will be great for the novice filer, but experienced preparers will also find this seminar helpful given the changes in the form.

Topics include:

  • Who must file
    • Owner only plans
    • $250,000 exemption
    • Terminating plans
    • Controlled groups
    • Permissive aggregation
    • Foreign plans
  • How to file
  • Line-by-line review
  • Schedule SB
  • New plan characteristic code
  • Deadlines and extensions
  • SF alternative
Speaker
S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Prerequisites: There are no prerequisites or other advanced preparation for this program.

Level: Overview.

Instructional Delivery Method
Recorded playback of live presentation. 

Objectives: After the program, attendees should be able to:

  • Determine plans eligible to file Form 5500-EZ
  • List the filing alternatives for EZ eligible filers
  • Determine if an EZ needs to be filed for a given year
  • Correctly complete Form 5500-EZ for any given plan
  • Correctly complete Form 5500-SF for an EZ eligible plan
  • Determine the deadline to file Form 5500-EZ

System Requirements:

  • Windows 95, 98, NT 4.0 , 2000, XP
  • Internet Explorer 4.01 or later, Netscape 4.08 or later
  • 56K modem connection or better (128K recommended)
  • Pentium 166+ MHz, 128MB RAM or more
  • 800x600 or higher display resolution
  • Soundcard, Speakers

Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.

Program related requests, questions, or concerns may be e-mailed to: relius.education@sungard.com.

 


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