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View More American Society of Pension Professionals & Actuaries [ASPPA] Webcasts and Conferences

Late Deferral / Loan Deposits and Form 5330

American Society of Pension Professionals & Actuaries [ASPPA]

June 6, 2019
Recorded Online
Webcast

Timely deposit of participant deferrals and loan payments continues to be a challenge for many plan sponsors. It often falls to the service provider to identify when deposits may not have been made in a timely fashion, and to assist the plan administrator to ascertain the proper correction method and to prepare the required government report and penalty payments.

This webcast will cover the methods and procedures to identify and correct these errors.

Learning Objectives:

  • Correctly identify late deposits.
  • Determine how and when corrections are to be made.
  • Accurately complete Form 5330 and determine applicable penalty.

Speaker: Kristina Kananen, QPA QKA, DATAIR Employee Benefit Systems, Inc.

More Information, How to Register

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