NOTICE OF CHANGE FOR SEMINAR REGISTRATIONS:
To register for Relius Education seminars and conferences, please login or register for a new login account before proceeding. For more information, please see the Benefits of a Relius User Login Account. For assistance, please contact Client Services at 800-326-7235, and select Option 6.

Form 5500/EFAST2 for Welfare Plans 2012 - A Two-Part Program
Date: 6/11/2012 Start Time: 12:00 PM (ET) Duration: 200 Min.

Description
This program consists of two sessions of 100 minutes each, presented on 2 consecutive days.
IMPORTANT:Due to unexpected circumstances beyond the control of Relius Education, this program has been POSTPONED to new date(s) and time..
NEW DATES: Monday and Tuesday, June 11 and 12.
NEW TIME for each day: 12:00 Noon EASTERN TIME.

Please be sure you are able to attend at the NEW designated time and dates before registering.
****************************************************************

Most Form 5500 seminars focus on completing the Form 5500 for retirement plans. Some welfare plan practitioners have asked for a 5500 presentation just for them. You ask, SunGard's Relius Education delivers.

This two-part Web seminar reviews the Form 5500 in detail for those issues relevant to welfare plans. We'll ignore retirement plans entirely and focus the entire 200 minutes on welfare plans. We will go line-by-line through the 5500 and all the supporting schedules a welfare plan might need and give you the information you need to know. We will pay particular attention to wrap plans and identifying participants. We will also address the mandatory electronic filing requirements.

Topics include:

  • EFAST2 Filing Requirements.
  • Schedule C Reporting.
  • Changes to the 5500 and Schedules.
  • Wrap Plans.
  • Due Dates; Extension Requests.
  • Forms 5500 and 5500-SF.
  • Schedules A, C, D, G, H, and I; All the Schedules a Welfare Plan Might File.
  • Late Filing.
  • Welfare Plan Participants.
  • Answers to Your Questions.
Why You Should Attend
Do you know how to complete a 5500 for a welfare plan? What about all the Schedules? Do you know where to go for help? Do you know the questions you need to ask? If not, you'll want to participate in this program now to get these answers and more, as this program may not be available as a recording.

Prerequisites: There are no prerequisites for the program. It is basic enough for the beginner and, at the same time, it is detailed enough so that experienced practitioners will see value in learning about nuances and techniques they may have missed or forgotten.

Level: Overview.

Instructional Delivery Method:
Group – Internet-Based

Speaker:
Stephen W. Forbes, J.D., LL.M.
Author of The Form 5500 Filing Guide

Objectives: At the end of the program, attendees will be able to:

  1. Determine how to properly prepare and file a Form 5500 filing under EFAST2.
  2. Identify who is a welfare plan participant.
  3. Distinguish the different types of fees and expenses for purposes of completing the Schedule C.
  4. Identify the proper schedules for welfare plan filing.
  5. Determine what constitutes a welfare plan for Form 5500 filing purposes.
  6. Prepare a Form 5500 filing for a wrap plan.

How To Participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone.

Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program.

Program Schedule (Eastern Time)
NOTE: New Dates and Time
Monday and Tuesday, June 11 & 12, 2012
12:00 p.m. to 1:40 p.m. Eastern Time each day
(11:00 a.m. CT; 10:00 a.m. MT; 9:00 a.m. PT)

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

 


Event Details
Description
Course Materials
Continuing Education
Fees
Call Me

Register

Already Registered?
Web Seminar Login