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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, FIS 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 new MEWA questions.Topics include:
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.
Program Schedule (Eastern Time)
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
NASBA Field of Study: Taxes
Speaker: S. Derrin Watson, J.D.
Objectives: After attending this Web seminar, an attendee 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. Important Note: The user registrant must be logged in via the internet for CE purposes.
Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.
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