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Most Form 5500 seminars focus on completing the Form 5500 for retirement plans. Welfare plan practitioners need a 5500 presentation that focuses on their unique issues and FIS Relius Education delivers.
This two-part Web seminar reviews the Form 5500 in detail for those issues relevant to welfare plans. It ignores retirement plans entirely and focuses the entire 200 minutes on welfare plans. The speaker goes line-by-line through the 5500 and all the supporting schedules a welfare plan might need and gives you the information you need to know. He pays particular attention to wrap plans and identifying participants, and will also address the new MEWA questions.
Topics include:
Do you know how to complete a 5500 for a welfare plan? What about all the Schedules? Do you know where to go for help? Do you know the questions you need to ask? If not, you'll want to participate in this program now to get these answers and more.
Prerequisites:There are no prerequisites for the program. It is basic enough for the beginner and, at the same time, it is detailed enough so that experienced practitioners will see value in learning about nuances and techniques they may have missed or forgotten.
Level: Overview. Instructional Delivery MethodNASBA Field of Study: Taxes
Speaker: David Schultz, J.D.All ownership and intellectual property rights in and relating to this website and all of its contents or any copies thereof, including but not limited to copyrights, logos, trademarks, service marks, design, text, videos, sound recordings, images, links, graphics, code, concepts and themes are owned by FIS and/or its subsidiaries (collectively "FIS") or used under authorized license by the FIS. Any recording, reproduction, transmission, distribution, publication, performance, broadcast, hyperlink, creation of derivative works or other use in whole or in part in any manner without the prior written consent of the FIS is expressly prohibited. Without the prior written consent of the FIS, you shall not insert a hyperlink to this website or any part thereof on any other website or "mirror" or frame this website, any part thereof, or any information or materials contained in this website on any other server, website or webpage.
Objectives: After attending this Web seminar, an attendee should be able to: