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Who should attend Form 5500: What You Need To Know To File
This seminar is designed for accountants and controllers, benefits managers, human resource directors, financial executives, tax managers, business managers, presidents, vice presidents, insurance professionals, enrolled agents and attorneys.
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Form 5500: What You Need To Know To File  

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This seminar is designed for accountants and controllers, benefits managers, human resource directors, financial executives, tax managers, business managers, presidents, vice presidents, insurance professionals, enrolled agents and attorneys.

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Seminar Summary:

This seminar is designed to provide professionals in the benefits field with a detailed review of the Form 5500 Series. (see full course description)

 
 

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Training Course Syllabus:


Form 5500: What You Need to Know to File

Benefits

Do you work with Form 5500? - Discover the hidden pitfalls you may not know about.


You no longer need to be overwhelmed by the complexities surrounding Form 5500. Take away the worry by expanding your knowledge about dealing with Form 5500 and related schedules. You will walk away with the confidence that comes from knowing the numerous types of plans and sponsors, which are required to file and what is included in the filing.


You will be a part of an in-depth discussion on Form 5500 and delinquent filers will receive guidance as well. You will successfully and accurately understand the annual return thanks to hands on instruction given by expert faculty.


Benefits for You

  • Learn the ins and outs of Form 5500 - including when to use it
  • Be ready for electronic filing
  • Comply with small pension plan audit regulations without hassle
  • Avoid penalties for noncompliance
  • Get expert advice on Form 5500 forms and schedules



Who Should Attend?

This seminar is designed for accountants and controllers, benefits managers, human resource directors, financial executives, tax managers, business managers, presidents, vice presidents, insurance professionals, enrolled agents and attorneys.


Continuing Education Units


Enrolled Agents 4.5
HR Certification Institute 3.75
HRPD 0.5
CPE 4.5 including Taxes 4.5
PACE 4.5 including CLF 4.5; CLU 4.5; ChFC 4.5; REBC 4.5; RHU 4.5
PA CLE 3.5
 


Agenda

This seminar will be presented by Jamie F. Gross, J.D., LL.M., and Judith Mester, J.D.

8:00 am – 8:30 am Registration

8:30 am – 9:45 am EFAST 2

  • Getting Ready for Electronic Filing and What You Need to Know
  • Registration Credentials
  • How to Transmit the Form 5500

9:45 am – 11:00 am Changes to the Schedule C

What You Need to Know About the New Changes to the Schedule C for the 2009 Plan Year Including:

  • What Is Indirect Compensation and Eligible Indirect Compensation
  • How Do You Report Gifts and Nonmonetary Compensation
  • Bundled Service Arrangements
  • Service Providers Who Do Not Provide Information

11:00 am – 11:15 am Break


11:15 am – 12:30 pm Overview of Changes to the Form 5500 for the 2009 Year in Addition to the Schedule C

Faculty

Jamie F. Gross, J.D., LL.M.

  • Senior manager in the Global Employer Services Tax Practice of Deloitte Tax, LLP, in the New York City office
  • Experience in employee benefits focusing on the design, drafting and implementation of qualified and nonqualified plans
  • Focuses on employee benefits regulatory compliance, and health and welfare design and compliance
  • Assists clients with qualified plan design and implementation focusing on plan amendments and restatements for compliance with legislative changes such as GUST and EGTRRA as well as with ERISA reporting requirements, including Form 5500s, summary annual reports and ERISA 204(h) notices
  • Assists clients with health and welfare plan design, implementation and compliance with a focus on HIPAA privacy regulations, DOL claims procedure regulations and summary plan description regulations
  • Conducts HIPAA privacy seminars for clients focusing on workforce training in privacy regulations
  • Member of the state bars of New York, New Jersey and Massachusetts
  • J.D. degree, New England School of Law
  • LL.M. degree in taxation, Boston University School of Law
  • Can be contacted at jagross@deloitte.com


Judith Mester, J.D.

  • Firm director in the Global Employer Services – Compensation and Benefits Tax Practice at Deloitte Tax, LLP, in the Philadelphia office
  • Experienced in serving large multinational and mid-cap companies in numerous sectors, including consumer business, manufacturing and life sciences
  • Extensive experience in Sarbanes-Oxley tax compliance, internal control audit reviews, employment and executive compensation tax matters, and IRS practice and procedures
  • Previously a team leader for Towers Perrin in Philadelphia, where she focused on various tax compliance matters relating to qualified retirement, and health and welfare programs
  • B.A. degree, The State University of New York at Albany
  • J.D. degree, Thomas M. Cooley Law School
  • Can be contacted at 215-299-5239 or jmester@deloitte.com
     

Training Seminar Time:  8:30 a.m. to 12:30 p.m.

 

Seminar Summary:

This seminar is designed to provide professionals in the benefits field with a detailed review of the Form 5500 Series. (see full course description)

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