Tuesday, September 30, 2014
2:00 p.m. - 3:40 p.m. ET
Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.
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The webcast outline will be available soon!
While the DOL has issued some absolutes regarding the deposit of employee withholding, facts and circumstances may warrant identifying deposits that might be late using a different yardstick. This webcast will provide some context for decisions regarding the timeliness of deposits and give the audience an opportunity to participate in surveys and polling to share experiences and perspectives. The program will include a comprehensive review of the correction process for late employee withholding, the use of the online calculator, preparation of Form 5330 filings, along with VFC applications.
Attendee Takeaways:
- Describe the correction process for late employee withholding
- Assist clients with VFC applications
- Identify when the DOL online calculator may be used and draft Form 5330
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REGISTRATION
Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.
Live – 09/29/2014
Recorded – 09/30/2015
| Individual Viewer | Additional Viewers |
| ASPPA Member:$110 | ASPPA Member:$40 |
| Non-member:$180 | Non-member:$65 |
Registration for Recorded Webcast Includes:
- One viewing of the Webcast recording to play anytime 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
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Methods of Registration
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CONTINUING EDUCATION INFORMATION
ASPPA Members
The webcast is designed to offer registrants 2 ASPPA Ethics CE credits.
Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA Non-Core Ethics CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.
Enrolled Retirement Plan Agent (ERPA)
The webcast is designed to offer registrants 2 ERPA Ethics CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.
Continuing Education Changes for LIVE Webcast Attendees
Each registered purchaser will be recorded when they log in to the live webcast with their name and email address. Purchasers will be awarded CE credits based on the amount of time the webcast was accessed. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be emailed.
Continuing Education Changes for RECORDED Webcast Attendees
Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.
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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 [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.
Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKER
Janice M. Wegesin
Janice M. Wegesin is President of JMW Consulting, Inc. in Petoskey, Michigan. The firm specializes in compliance work associated with qualified retirement plans and welfare benefit arrangements. Ms. Wegesin has over 35 years’ experience in the retirement plan industry, is a Certified Pension Consultant and an Enrolled Agent, enrolled to practice before the IRS, and is the author of the Form 5500 Preparer’s Manual (Aspen Publishers).
Ms. Wegesin is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and received the organization’s Educator’s Award in 1998 and its Harry T. Eidson Founder’s Award in 2006. Janice received NIPA's Lifetime Achievement Award in 2006. She frequently teaches seminars for pension professionals and accountants on many topics including Form 5500 preparation and maintains the Web site www.form5500help.com.
QUESTIONS
Registration and General Questions
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703.516.9300
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