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2015 Form 5500 Update

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Description

2015 Form 5500 Update

Presented by: Kristina Kananen, APA, QPA, QKA

Presentation Date: Tuesday, February 2, 2016

11:00 a.m. – 11:50 a.m. CT

Continuing Education Credits: 1 NIPA CPE; 1 ERPA CPE 

 

The IRS compliance question changes for the 2015 Form 5500 Series have been made optional for the 2015 plan year filing, even though the IRS really, really wants them answered!  These compliance questions, or similar questions, are expected to be required for 2016 filings.  What do you need to do now to prepare to be able to easily answer those questions in the future?  In this NIPA webcast, Kristina Kananen will discuss:

•  What's New and Almost New for 2015 Filings,
•  New Compliance Questions and Preparing for 2016,
•  New Entity Controls from EFAST, and
•  General Pitfalls to Avoid in filing the 5500 Series.

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