ASPPA Webcast: Resolving 5500 Filing Issues

Available until July 10, 2019


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

Experience Level for Attendees: Intermediate

IRS Program Number: CZTXU-Q-00836-17-O

Webcast Outline | Additional Handout 1 | Additional Handout 2

   

Description
Your firm just took over a plan. Everyone is excited and the transition to your company goes well. Then, it’s time for the 5500 Series and you wonder how such a clean-looking plan could have so many unobvious issues. Everyone has those plans you thought were finished, but blow up when the 5500 Series is filed. Resolving the filing issues after the filing can lead to lost billable hours, frustrated plan administrators and TPA exhaustion. This webcast focuses on what you can do before the filing to ensure all goes well, and after the filing when it doesn’t.

Key Takeaways:
1. Deciphering EFAST edit checks to determine what needs fixing now
2. Ensuring an easy filing transition for takeover plans
3. Responding to IRS correspondence, justified and unjustified

Registration Deadlines: 
On-Demand: 7/10/2019

CE Credit: 1 ARA, 1 ERPA, 1 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.

Individual Viewer Additional Viewers 
ASPPA Member: $57.50 ASPPA Member: $22.50
Non-Member: $95 Non-Member: $35

 

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 jlinney@usaretirement.org.

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 email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • 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 accountsreceivable@usaretirement.org 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
customercare@usaretirement.org