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The DOL has issued several pieces of guidance relating to 403(b) plans and their filing obligations under the new system. They have also expressed their interest in taking a close look at the Forms 5500 403(b) plans have filed. There’s so much that’s so new, and it’s all happening at once.
This two-part Web seminar takes a detailed look at Form 5500 for 403(b) plans, as well as the Form 8955-SSA. A concentrated focus on the 403(b) market gives you the information and insight you need to be able to handle the new system and answer your questions on these challenging requirements.
Topics include:
Prerequisites: There are no prerequisites or other advanced preparation for this program. The instructor will assume attendees have some familiarity with the operation of 403(b) plans.
Level: Overview
Instructional Delivery Method:
Group live – Internet-Based
Speaker – Stephen W. Forbes, J.D., LL.M.
Author of The 5500 Filing Guide
Objectives: After attending this program, attendees should 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)
Monday and Tuesday, June 16 and 17, 2013
2:00 p.m. to 3:40 p.m. Eastern Time
(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.