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ASPPA Webcast: Form 5500 Update

Available through June 24, 2016

Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.

 

Access the presentation outline here!

Our annual filing update provides you the opportunity to get answers to questions you have about various benefit plan filings. 

Learning Objectives:
  • A look at the changes to the 2014 Form 5500 series reports and EFAST2 processes
  • Why many 2014 Form 8955-SSA reports must be filed electronically
  • How the 2015 Form 5500-SUP may create new chaos for preparers
  • Filing tips and frequently asked questions

    REGISTRATION

    Registration Deadline:

    Recorded  – 06/24/2016

    Individual Viewer

         Additional Viewers

    ASPPA Member:$110

         ASPPA Member:$40

    Non-member:$180

         Non-member:$65

    Registration for Recorded Webcast Includes:


    • Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

    • Webcast outline and any additional presentation materials

    Recordings are available 72 hours after the live webcast takes place.

    Webcast Package Pricing


    Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

    Methods of Registration

    To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

    Click here to download a registration form

    Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
    E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
    Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
    Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

                  For express/overnight deliveries (FedEx, DHL, etc.) send to:
                  ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
                  Make checks payable to ASPPA 


    CONTINUING EDUCATION INFORMATION

    ASPPA Members

    The webcast is designed to offer registrants 2 ASPPA CE credits.

    Enrolled Actuaries

    The webcast is designed to offer registrants 2 JBEA Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

    Enrolled Retirement Plan Agent (ERPA)

    The webcast is designed to offer registrants 1 ERPA CE credit. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.


    GENERAL INFORMATION

    Cancellation Policy

    All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

    Disclaimer
    The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.


    ABOUT THE SPEAKER

    Janice M. Wegesin, CPC, QPA; President, JMW Consulting, Inc.

    Janice M. Wegesin is President of JMW Consulting, Inc. in Petoskey, Michigan. The firm specializes in compliance work associated with qualified retirement plans and welfare benefit arrangements. Ms. Wegesin has over 35 years of experience in the retirement plan industry, is a Certified Pension Consultant and an Enrolled Agent, enrolled to practice before the IRS, and is the author of the Form 5500 Preparer’s Manual (Aspen Publishers). 

    Ms. Wegesin is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and received the organization’s Educator’s Award in 1998 and its Harry T Eidson Founder’s Award in 2006. Janice received NIPA's Lifetime Achievement Award in 2006. She frequently teaches seminars for pension professionals and accountants on many topics including Form 5500 preparation and maintains the website www.form5500help.com.


    QUESTIONS

    Registration and General Questions

    ASPPA Customer Support

    703.516.9300

    [email protected]