ASPPA Webcast: Form 5500 Update 2017

By ASPPA Net Staff • November 28, 2017 • 0 Comments

Available until June 5, 2019

Speaker: S. Derrin Watson, Esq., APM, Law Offices of S. Derrin Watson

IRS Program Number: CZTXU-Q-00874-18-O

Webcast Outline



Form 5500 is continually changing and 2017 is no exception. The compliance questions are gone, and there are subtle changes in the forms and instructions. Stay abreast of what’s happening and what’s on the horizon, as the EBSA looks to its modernization proposal under new leadership.

Key Takeaways:
1. Correctly complete Forms 5500, 5500-SF, 5500-EZ, and 8955-SA, including recent changes
2. List some of the major changes in the modernization proposal
3. Avoid common filing mistakes

Registration Deadlines: 
On-Demand: 6/5/2019

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

About the Speaker

S. Derrin Watson, J.D., is a pension attorney and educator who consults, speaks and writes about a variety of pension topics, including 401(k), 403(b), 457 and 409A plans, as well as 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 recently released the seventh edition of his book, Who’s the Employer: A Guide to Employer and Aggregation Issues Affecting Qualified Plans, and was a presenter at the 2017 ASPPA Winter Virtual Conference.

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


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General Information

Cancellation Policy:

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

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.


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