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This program was recording during a live presentation on December 9, 2010.
It just never stops. You finish preparing 5500's just in time to do year-end bonus calculations. Once those are over, you barely have time to catch your breath before you have to start on 1099-R forms. This seemingly simple half page form is a lot more complex than it looks, which is why it comes with more than 20 pages of instructions. While there are no materially new instructions, there are new distribution forms to deal with, such as in-plan Roth rollovers.
What You'll Learn:
This program will focus on the 1099-R filing requirements for qualified plans, and will be full of examples dealing with the situations practitioners face every day. In one session, you'll learn all you need to know about this important form.
Prerequisites: There are no prerequisites or other advanced preparation for this program. However, the speaker will assume participants are familiar with retirement plan distributions in general.
Instructional Delivery Method
Group - Internet-Based
Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: After taking the course, attendees should be able to:
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: email@example.com.