Speaker: Kristina G. Kananen, QPA, QKA, DC Customer Support, DATAIR Employee Benefit Systems, Inc.
Your firm has just taken over a plan. Everyone is excited and the transition to your company goes well. Then it’s time for the 5500 Series and you wonder how such a clean-looking plan could have so many non-obvious issues. Everyone has those plans you thought were finished, but that blow up when the 5500 Series is filed. Resolving the filing issues after the filing can lead to lost billable hours, frustrated plan administrators, and TPA exhaustion.
This webcast will focus on what you can do before the filing to ensure all goes well, and after the filing when it doesn’t.
- Decyphering EFAST edit checks to determine what needs fixing now
- Ensuring an easy filing transition for takeover plans
- Responding to IRS correspondence, justified and unjustified
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