EFAST2: The Future of Form 5500, Charlotte

EFAST2: The Future of Form 5500
Charlotte, NC
November 12

This fall, we are pleased to offer three programs in two days, designed to keep you abreast of the latest developments affecting qualified plans and the procedures and processes to keep your practice running as efficiently as possible.  

On the first day, in the morning, we will provide this EFAST2: The Future of Form 5500 workshop, a half-day program program to help you prepare for EFAST 2. In the afternoon, the Plan Forms, Notices, and Amendments: Streamlined, Effective, and Timely will prepare you to use forms, notices, and other material to streamline your practice.

On the second day in most cities, we feature the full-day ERISA Workshop, an opportunity to go in-depth on some of the thorny issues that plague retirement plan practitioners. Choose the programs and location that fit your needs and budget.

EFAST2 topics include:

  • Filing Options
  • Credentials
  • Transmission Procedures
  • Attachments and Plan Audits
  • Deadlines, Extensions, and DFVC
  • Screen Shot Illustrating Process

Who Should Attend
All three programs – EFAST2; Plan Forms, Notices, and Amendments; and the ERISA Workshop are designed for practitioners who have some experience working with retirement plans in general, and experience with 401(k) plans, in particular, is a plus. The less-experienced practitioner also will benefit from the programs by learning how to spot important issues for further investigation. These programs are designed to benefit all pension practitioners, including third party administrators, attorneys, accountants, human resources personnel, actuaries, trust officers, insurance agents, and others involved with qualified plan design, compliance, administration, and government reporting.

Objectives: Upon completion of the course, attendees should be able to:

  • Distinguish between the various credentials of the EFAST2 program
  • Explain the advantages and disadvantages of alternative systems for 5500 preparation and filing
  • Assist clients in using the online DFVC program
  • Determine the effective date of EFAST2 and appropriate transition rules as it relates to particular employer situations
  • List the new information required for Schedule C
  • Explain how to handle plan audits under EFAST2
  • Differentiate between the possible filing status and determine what to do for each situation