ASPPA Webcast: Form 1099 and 945 Reporting: Crossing the Ts on Plan Distributions

ASPPA Webcast: Form 1099 and 945 Reporting: Crossing the Ts on Plan Distributions
Thursday, November 9, 2017
2:00 - 3:40 p.m. ET

Speaker: Kristina G. Kananen, QPA, QKA, DC Customer Support, DATAIR Employee Benefit Systems, Inc.

IRS Program Number: CZTXU-Q-00721-16-O

Webcast Outline: Coming Soon.

   

Description: 
Distributions made to participants and beneficiaries are often fraught with anxiety on the part of the recipients and stress on the part of the administrator processing the distribution. The administrator’s stress does not end when the check has been written and delivered, as there is still the IRS to satisfy. Ensuring withheld taxes are deposited by the liability date, accumulating the required data for the Form 1099-R, preparing it, mailing it to the recipient, and submitting it to the IRS by the due dates, still need to be done. Filing Form 945 to properly report federal tax liability and amounts withheld rounds out the distribution process.

Key Takeaways:
1. Develop techniques for effective data collection    
2. Determine appropriate reporting for different types of distributions 
3. Distinguish between withholding deposit date and withholding liability date
4. Educate the plan sponsor to ensure an easy completion to the distribution process

Registration Deadlines: 
Live: 11/9/2017
On-Demand: 11/9/2018

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

About the Speaker:

Kristina Kananen began her qualified plan experience three months after ERISA was signed and has worked in all aspects of plan design, installation, administration, and termination. As a member of DATAIR’s Customer Support Team, her primary responsibilities include ensuring DATAIR’s Pension Reporter system is up to date and that all forms have been appropriately programmed, in addition to responding to customer questions and needs. Kristina also serves as the Vice Chair for the ASPPA GAC Reporting and Disclosure Committee and ASPPA Retirement Plan Academy.


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