FIS Relius

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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. It ignores retirement plans entirely and focuses the entire 200 minutes on welfare plans. The speaker goes line-by-line through the 5500 and all the supporting schedules a welfare plan might need and gives you the information you need to know. He pays particular attention to wrap plans and identifying participants, and will also address the mandatory electronic filing requirements.

Topics include:

• Funded vs. unfunded plans
• Small vs. large plans
• Self-insured plans
• Schedule C reporting
• New welfare plan attachment
• 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
• Small MEWA
• Welfare plan participants
• Answers to your questions

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 should be able to:

1. Identify the filing requirements for funded and unfunded plans
2. Determine how to properly prepare and file a Form 5500 filing under EFAST2.
3. Identify who is a welfare plan participant
4. Distinguish the different types of fees and expenses for purposes of completing the Schedule C
5. Identify the proper schedules for welfare plan filing
6. Determine what constitutes a welfare plan for Form 5500 filing purposes
7. 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)
New Dates:
Thursday, June 5, 2014 and Friday, June 6, 2014
2:00 p.m. to 3:40 p.m.. Eastern Time each day
(1:00 p.m. CT; 12:00 noon MT; 11:00 a.m. PT)

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