Navigating the Form 5500 Nonsense

While a certain amount of Form 5500 preparation work is routine, every preparer encounters those odd facts and circumstances that just don't fit easily into the current reporting scheme.  In addition, there are stunning proposals to radically change the forms in the not too distant future. 

During this session, Janice will:

•  Present the changes to the 2016 Form 5500 series
  
•  Discuss common questions and preparation errors
  
•  Offer insights about plan accounting issues that may arise when completing the forms; and
  
•  Offer an overview of the Form 5500 Modernization proposal issued in July 2016 and its potential impact on the industry and your work.
  

 You may submit questions in advance by writing to questions@form5500help.com and include in the subject line:  Orange County Chapter Meeting.

Our speaker:

Janice M. Wegesin is the president of JMW Consulting, Inc. in Petoskey, Michigan. The firm specializes in compliance matters associated with qualified retirement plans as well as employee welfare benefit programs, with an emphasis in reporting and disclosure.  Ms. Wegesin is an Enrolled Agent, enrolled to practice before the Internal Revenue Service, and has earned the designation of Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA).  Janice was the 1998 recipient of ASPPA's Educator's Award and in 2006 received ASPPA's Harry T. Eidson Award and NIPA's Lifetime Achievement Award.

 Who should attend this program?

Financial Advisors who utilize 5500 form information for prospecting and client support services

Plan Fiduciaries who want to know more about their responsibilities for 5500 forms and how that may change

Record keepers who would like to gain insight into proposed 5500 form changes

Service Providers (third-party administrators, auditors & consultants) who want to know more about the scheduled changes to form 5500

ERISA attorneys who want to know how the 5500 form changes will impact their clients

All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals in the Orange County benefits community. 

 This Seminar will be held in the offices of The Capital Group.  Check-in is open from 8:00 to 8:30 a.m.  Due to the special nature of this program, we cannot accept walk-ins the day of the event.

Continuing Education:

2 CECs for ERPA 
2 CPEs for ASPPA certifications
2 CECs for NIPA certifications
2 hours for California CPAs 
1.75 hours of California MCLE
2 hours for Certified Financial Planners 

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.