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Webcast: Form 5500/8955-SSA Update
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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 elec

3/28/2012
When: 3/28/2012
11:00:00 AM
Contact: Shannon Gehringer


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Form 5500/8955-SSA Update
Presented by Linda T. Fisher, Owner/Manager, Linda T. Fisher 5500 Consulting, LLC. 
Date: Wednesday, March 28, 2012 
11:00 a.m. - 12:40 p.m. CT


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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