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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.
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.
Instructional Delivery Method:
Group – Internet-Based
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:
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: firstname.lastname@example.org.