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ASPPA Webcast: Form 5500 Update 2016

ASPPA Webcast: Form 5500 Update 2016
Available Until April 18, 2018

Speaker: S. Derrin Watson, Esq., APM

IRS Program Number: CZTXU-Q-00714-16-O

Webcast Outline: Click here.

   

Description: 
It is a time of change for Forms 5500, 5500-SF, and 5500-EZ. This webcast will examine the changes to Form 5500 for the 2016 plan year. We will also see what we learn from this year’s failed attempt to expand the 5500 compliance questions. And we will gaze into the ASPPA crystal ball to take a look at the next generation of Form 5500, the mammoth changes the government has requested, what the prospects for those changes are, and what employers can learn today from what the government wants to know tomorrow.

Key Takeaways: After attending this program you should be able to:
1. List the Form 5500 changes for 2016 returns
2. Identify the issues for which the IRS wants additional information
3. Assist plan sponsors to identify areas of concern from the 2019 proposed Form

Registration Deadlines: 
Live: 4/18/2017
On-Demand: 4/18/2018

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speaker:

S. Derrin Watson, J.D., is a pension attorney and educator, consulting, speaking, and writing about a variety of pension topics, including 401(k), 403(b), 457, and 409A plans, and Form 5500 issues. He has been involved with qualified plans since 1977 and had his first case involving controlled groups shortly thereafter. Derrin has maintained a strong interest in this area ever since and has become the leading authority on controlled group, affiliated service group, and leased employee issues. He is about to release the 7th edition of his book, Who’s the Employer, A Guide to Employer and Aggregation Issues Affecting Qualified Plans. In 2006, ASPPA awarded him its Educator’s Award for his work in providing professional education to plan practitioners.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course 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: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

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:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]