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Form 5500/8955-SSA Update

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Form 5500/8955-SSA Update
Presented by Linda T. Fisher, Owner/Manager, Linda T. Fisher 5500 Consulting, LLC.
Original date of presentation: Wednesday, March 28, 2012
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

With the ever changing world of regulations, this webcast will clarify what changes are expected for Form 5500 and Form 8955-SSA. This session will focus on understanding the newer Form 8955-SSA, including what is required to be reported, addressing the participant statement requirement, what the two 2010 transition rules are, along with an understanding of both the regular and optional reporting rules. Employee Benefit Practitioners and Plan Sponsors need to better understand the EFAST2 electronic filing process and expanded Schedule C as they address Form 5500 filings for the third year with these new requirements. Learn what the DOL is focusing on now, including 2011 form changes and more stringent submission requirements.

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