5500 Preparers Manual for 2013 Plan Years

5500 Preparers Manual for 2013 Plan Years

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The premier resource in the field of Form 5500 preparation, q5500 Preparer's Manualq will help you handle the required annual Form 5500 filings for both pension benefits and welfare benefit plans. Written by an expert in the field of Form 5500 preparation, the q2013 Plan Years qedition provides: Up-to-date, line-by-line explanations, making it easy to prepare forms for filings At-a-glance charts and examples covering key requirements, filing summaries, due dates, penalties, and more Step-by-step instructions for electronic filing, including electronic signatures, transmission, and accessing government software And more! In addition to providing line-by-line explanations for completing 18 forms and schedules, the q5500 Preparer's Manual for 2013 Plan Yearsq brings plan sponsors and practitioners up to date on the following topics: ERISA Filing Acceptance System 2 (EFAST2) processes and requirements for mandatory electronic filing and how to amend the Form 5500 filings using the electronic system Late filings and the DOL's Delinquent Filer Voluntary Compliance (DFVC) Program How to qualify for relief from the audit requirements that apply to small pension plans Benchmarks that should be kept in mind when evaluating fidelity bond coverage purchased to comply with ERISA Section 412 How to prepare and submit the Form 8955-SSA The Form M-1 filings by multiple-employer welfare arrangements (MEWAs) How to apply for employer identification numbers (EINs) using the telephone, the Internet EIN system (IEIN), Fax-TIN, and U.S. mail The latest model language issued for summary annual report and annual funding notice disclosures required of certain plans Written by an expert in the field of 5500 Form Preparation! Janice M. Wegesin is President of JMW Consulting, Inc., a firm that specializes in qualified retirement plan compliance. Ms. Wegesin has more than 30 years of experience in the retirement plan area, and is an active member of the American Society of Pension Professionals and Actuaries (ASPPA), and the National Institute of Pension Administrators (NIPA). She is a Certified Pension Consultant and an Enrolled Agent enrolled to practice before the Internal Revenue Service.See Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 (PRA 2010) ... defined, 20.11[K] Qualifying plan assets, 10.04[ B], 10.04[C] Quick reference chart for Form 5500 schedules and attachments, 1.10anbsp;...

Title:5500 Preparers Manual for 2013 Plan Years
Author:Janice M. Wegesin
Publisher:Aspen Publishers Online - 2014-02-14


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