| Description |
The 2009 plan year brings new 5500 Forms to accommodate the e-filing. This eSeminar will go over the latest on the 2009 Form 5500s and schedules. Once again we are pleased to bring you Janice Wegesin, nationally renowned Form 5500 expert. Topics Covered: - Changes to the 2009 Form 5500 and Schedules A, C, H, I and R;
- Form 5500-SF and which plans qualify for this limited reporting format;
- IRS only forms including Form 5500-EZ and Form 5588-SSA as well as Form 5558;
- Issues with 403(b) filings;
- Short plan year filings for 2010;
- Overview of the virtual public disclosure room; and
- Late and amended filings for pre-2009 plan years.
This eSeminar will be presented by Janice M. Wegesin, CPC, EA who is president of JMW Consulting, Inc. dba JMW Consulting of Michigan |
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| Fee |
$249.00 per computer (multiple attendees can view from one computer) |
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$37.35 discount for NIPA members
(discount code required)
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| Course Level |
Intermediate |
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| Prerequisite |
None |
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| CPE Credit |
Experience in Qualified Plan administration or recordkeeping |
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Who Should Attend? |
Plan Administrators, Plan Trustees, CPAs, and CFPs |
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| Duration |
100 minutes |
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| Delivery Mode |
Group Internet Based |
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| Advanced Preparation |
None |
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NASBA Statement |
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| Administrative Policy |
Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints. |
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| Cancellation Policy |
Full refund of tuition, less an administrative fee of $25 will be made for cancellations received at least 5 days prior to the eSeminar. |
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NIPA members entitled to the discount rate, please call (973) 492-1880 or email seminars@mhco.com to obtain a discount code. |
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