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
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.
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
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.
|ASPPA Member: $57.50
||ASPPA Member: $22.50
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