Form 5500 Update -- Recent Rulings on Electronic Filing and Processing System

Description

It's been a long time coming, but the Department of Labor's mandatory electronic filing system for Form 5500s (known as EFAST2) is finally here!

Effective January 1, 2010, all Form 5500s must be filed electronically through the new system----and it starts with reporting for the 2009 plan year. If you're wondering about the nuances of the new system and your options for complying with the e-filing mandate, this 90-minute interactive audio conference will provide you with a detailed look at what you need to know. You'll get expert insights on EFAST2 and full explanations of all the changes to the form and schedules for 2009, including a practical discussion of how to deal with significantly expanded fee reporting on Schedule C.

Form 5500 hasn't changed this much in 10 years, and you'll be much better able to cope with the revisions after attending this informative session.
 

Program Highlights:

• Learn about the types of registration credentials available to those who work with 5500s under EFAST2
• Get a better handle for the mechanics of submitting 5500s under the new system, including filing on the web using the DOL's I-FILE system
• Discover how you may need to revamp your workflow and processes to accommodate electronic filing
• Get practical help completing the 2009 Schedule C, including an overview of how the schedule would be completed based on common plan scenarios

   

Recording Date

Speakers

Erik Pienkos is a senior manager in the Chicago office of Grant Thornton LLP's Compensation and Benefits Consulting practice. In this capacity, Erik heads up the firm's employee benefits compliance practice for the Midwest region, and provides technical support concerning qualified plan matters to clients and other firm professionals throughout the U.S. For more information on Erik, please click here.

Presentation Materials

Listen and watch the presentation online or download the files below.