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Form 5500 for 403(b) Plans [2015]

FIS Relius Education

June 18, 2015 - June 19, 2015
Recorded Online
Webcast

[Recorded online and available for purchase.]

Annual filings, such as Forms 5500 and 8955-SSA, offer distinct challenges for 403(b) plans. From ERISA exemptions, to pre-2009 assets, to participant counts, 403(b) plans are a breed apart.

This 2-part web seminar takes a detailed look at Form 5500 for 403(b) plans. A concentrated focus on the 403(b) market will give you the information and insight you need to be able to handle the new system and answer your questions on these challenging requirements.

Topics include:

  • 403(b) plans exempt from filing

    • Governmental
    • Church
    • Deferral-only

      • Safe harbor regulation
      • 2007 guidance
      • 2010 guidance

  • Exclusion for pre-2009 assets

    • Original guidance
    • 2010 clarifications
    • Frozen plans

  • Large or small plans
  • General filing requirements

    • Deadlines
    • Extensions
    • Amendments
    • New questions on active participants

  • 5500-SF for small 403(b) plans

    • Participant count under universal availability
    • 403(b) specific codes

  • Full 5500 for large plans

    • Funding questions
    • Schedule A
    • Schedule C
    • Schedule H and audit
    • Schedule G for prohibited transactions
    • Schedule R for distributions

  • Introduction to Form 8955-SSA
  • Late filing/Delinquent filer program

    • Change for 8955-SSA filers

  • 2015 Form changes

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=26823

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