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Webcasts  >  Upcoming   |   Recorded
Conferences  >  Upcoming   |   Grouped by Location
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View More FIS Relius Education Webcasts and Conferences

Advanced Pension Virtual Conference

FIS Relius Education

Aug. 31, 2021 - Sept. 2, 2021
Webcast

Our three half-day Virtual Advanced Pension Conference (APC) provides important updates on current legislative action and developments from the IRS, DOL and Capitol Hill.

Program Dates - Eastern Time:
Day 1: Tuesday, August 31, 2021, 11:00 a.m. - 3:30 p.m. ET
Day 2: Wednesday, September 1, 2021, 11:00 a.m. - 3:25 p.m. ET
Day 3: Thursday, September 2, 2021, 11:00 a.m. - 4:05 p.m. ET

After attending this Web seminar, you should be able to:

  • Complete the Form 5500 and accompanying schedules correctly
  • Determine when to use Form 5500-SF or 5500-EZ
  • Complete a Form 5500 for a welfare plan and a 403(b) plan
  • Complete the Form 8955-SSA
  • Resolve a late filing of a 5500 series Form
  • Identify which questions and responses likely will invite IRS / DOL audits or investigations

Attendees can receive up to 650 total minutes or (13) ASPPA, (13) ERPA, (13) NASBA, and (13) NIPA continuing education credit hours.

Presenters:

  • Ilene H. Ferenczy, J.D., CPC, APA, Esq., Ferenczy Benefits Law Center
  • Craig P. Hoffman, J.D., LL.M., APM, Nova 401(k) Associates
  • Daniel McNamara, J.D., FIS
  • David Schultz, J.D., FIS
  • S. Derrin Watson, J.D., APM, FIS

More Information, How to Register

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