Market Areas > Human Resources > Form 5500

Form 5500 and EFAST2: Mandatory E-Filing Tips and Compliance Procedures

Course Description:

It's been a long time coming, but the DOL’s mandatory electronic filing system for Form 5500s (EFAST2) is finally here. 

Effective January 1, 2010, all Form 5500s must be filled through the new EFAST2 (ERISA Filing Acceptance System).  Paper filing will no longer be accepted for filings for the 2009 plan year.

EFAST2 may be the most significant reporting change since the inception of ERISA. So before you file, you need to be aware of the numerous changes to the 2009 Form 5500.  You also need to understand the change in regulations for 403(b) plans related to Form 5500 filings and whether or not your plan requires an audit.

With this comprehensive audio conference on CD our expert faculty will provide you with:

• Step-by-step instructions that will help make your job of preparing and filing Form 5500 more efficient and more accurate. 
• Answers to those tough questions that cause you to waste significant time in research and Form 5500 amendments. 
• Tools to navigate the new electronic filing system and what to anticipate and prepare for when it comes to the new Schedule C.

Course Highlights:

• Mandatory e-filing: What you need to know now
• What plans are affected in 2010 by the new regulation
• Website posting: Employer requirements under the change
• Changes made to Form 5500 for 2010
• Nuances and schedules (particularly Schedule C) associated with Form 5500
• What you need to know to tackle problems associated with DOL and IRS requirements
• In-depth explanation of the final rules on electronic filing
• DOL employee benefit plan audit requirements

Featured Faculty:

Bill Hein, CPC, QPA, QKA, Preferred Pension Planning Corporation

Bill Hein is a Senior Pension Consultant for Preferred Pension Planning Corporation in Bridgewater New Jersey. Bill has been in the pension administration business since 1986. He received national recognition as the recipient of the esteemed Martin Rosenberg Academic Achievement Award for his performance during the ASPPA exams. He has attained ASPPA designations of Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Plan Administrator (QKA). Bill is a graduate of St. John's University where he majored in math and statistics.

Denise Finney, CPA, Manager, Amper, Politziner & Mattia, LLP.

Denise Finney is a Manager in the Pension Services Group of Amper, Politziner & Mattia, LLP. Denise has over ten years of experience in public accounting throughout which she has specialized in servicing clients with their annual audit requirements regarding employee benefits plans. She has served both public and private clients in a wide variety of industries with both defined benefit and defined contribution plans. Denise is responsible for daily interaction with clients, detailed testing and supervision and review of staff and work product.

MONEY-BACK GUARANTEE:

We're so confident you'll get what you want out of this conference that we'll refund every penny if you're not completely satisfied. No questions asked! It's 100% risk-free!

Pricing:

Your CD recording includes the complete audio conference presentation, audience Q&A and presentation materials.

APPROVED FOR RECERTIFICATION CREDIT:

HRCI - Receive 1.5 recertification credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org. "The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit."

Each CCM event presents a variety of information and is presented for each organization to develop its own approach and methodology.