Market Areas > Human Resources > Form 5500

Mastering Form 5500: A-Z and Everything In-Between

Course Description:

With the increase in 401(k) plan lawsuits looming over companies of all sizes, the level of concern regarding fee disclosure is at an all-time high.

Companies big and small face litigation for allegedly breaching their fiduciary obligations under ERISA. Many of these lawsuits not only name the company, but plan sponsors, administrators, executives, and other individuals responsible for the excessive fees associated with 401(k) plans.

Let CCM show you how to safeguard you and your organization from accusations related to excessive fees by mastering Form 5500.  You’ll get expert insights on Form 5500 which requires plan administrators to disclose all fees, including revenue sharing payments on the plan’s annual report.

CCM’s faculty will walk you through step-by-step instructions to help make your job of preparing and filing Form 5500 more efficient and more accurate.  Plus, in just 75 minutes you’ll learn:

• Details into the current litigation frenzy and whether your plan fiduciaries are at risk
• Fiduciary duties associated with fee disclosure
• Changes made to Form 5500
• Nuances and schedules associated with Form 5500
• What you need to know to tackle problems associated with DOL and IRS requirements
• Recommendations for revising your investment policy statement for greater protection
• Explanation of the final rules on electronic filing
  

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, Manager, Amper, Politziner & Mattia, P.C.

Denise Finney is a Manager in the Pension Services Group of Amper, Politziner & Mattia, P.C. Denise has over eight 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:

Unable to Attend?  Order the CD!
Your CD recording includes the complete audio conference presentation, audience Q&A and presentation materials.

APPROVED FOR RECERTIFICATION CREDIT:

Receive 1.5 CPE credits by attending the live Audio Conference! CCM is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org No prerequisite courses, advanced preparation or experience is required for admittance to this workshop. This intermediate level audio conference qualifies for 1.5 CPE Credits, delivery method Group-Live. Recordings of the program do not qualify for CPE credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-670-5913.

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.

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