Format: Webcast/Audio Conference/Interview/Podcast |
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| Title: |
| Date / Time: |
Recorded |
| Format: |
Audio Conference |
Description:
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Effective with plan years starting Jan. 1, 2009 and after, e-filing will be mandatory for the annual Form 5500 with the U.S. Labor Department. The first Form 5500s will be e-filed under the EFAST2 mandate starting March 31, 2010.
Benefit plan administrators and their advisors have much to learn before EFAST2 registration begins Jan. 2, 2010, and for the subsequent 5500 e-filing. Plans must choose among three software options, and advisors cannot obtain signature authority for their clients.
Administrators and advisors must continue to resolve confusion and learn all new processes over the next few months: completing the forms on-screen, adding forms and attachments, associating a signer, submitting returns one at a time, and viewing submitted filings.
Listen as our panel of experienced employee benefits consultants analyzes the requirements for EFAST2 and prepares advisors and administrators for a smooth transition to e-filing.
Learning Objectives
This audio conference will prepare benefit plan administrators and their accounting advisory firms for the 2010 Form 5500 e-filing mandate.
You will learn detailed steps for handling each step of the e-filing process from registration through actual filing. The panel will fully explain the workings of each stage of the new EFAST2 e-filing process for Form 5500 including:- Evaluating the e-filing software options: Private web-based, third-party software, and Labor Department web-based
- Getting ready for EFAST2 registration: The timetable and the processes
- Grasping the actual e-filing process: What you'll do during each step
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Agenda- Requirements for retirement and welfare plans
- The EFAST2 registration process
- FAST1 optional e-filing process
- EFAST2 mandated replacement of EFAST1 date
- Plan types for which E-filing is not available
- E-filing software options
- Third-party software providers
- Labor Department Web-Based Options: Advantages, disadvantages for each
- Signers requirements
- Steps for e-filing, in detail
- Completing screens
- Associating signers
- Submitting form and attachments
- Reviewing filings
Don't wait; Order today!
Cannot Attend The Live Presentation?
This presentation is also available on CD after the initial broadcast. |
| About Webcasts / Audio Conferences / Podcasts: |
Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form a training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions. |
| About The Provider: |
Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting their website.
Strafford webinars and teleconferences offer an excellent opportunity to train your entire staff—with no lost travel time or expenses. They are extremely cost-effective—allowing an unlimited number of people at your location to listen from a single line at no additional charge.
Each live seminar features presentations by a panel of nationally recognized authorities, followed by an interactive Q&A session. Presentation materials can be viewed online or printed out. Audio can be accessed via the web or a telephone. |
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