Description

For years, SunGard Corbel has given full day seminars on completing the Form 5500. These seminars discuss all the issues related to preparing the form, but from the standpoint of a retirement plan and also from the standpoint of a welfare plan, such as a health plan. For years, some practitioners have attended these seminars just to learn about welfare plan issues and have asked for a 5500 presentation just for them. You ask. SunGard Corbel delivers. This two-part Web seminar reviews Form 5500 in detail for those issues relevant to welfare plans. We'll ignore retirement plans entirely and focus the entire three hours on welfare plans. We will go line by line through the 5500 and all the supporting schedules a welfare plan might need and give you the information you need to know. The presentation will include: Filing Requirements Elimination of Cafeteria Plan Filing Due Dates; Extension Requests Form 5500 Itself Schedules A, C, D, G, H, and I; all the schedules a welfare plan might file Late Filing Common Mistakes Where To Go For Help Answers To Your Questions Speaker – Stephen W. Forbes, J.D., LL.M. Prerequisites There are no prerequisites for the program. It is basic enough for the beginner and, at the same time, it is detailed enough so that experienced practitioners will see value in learning about nuances and techniques they may have missed or forgotten. Program Level: Overview Why You Should Attend Do you know how to complete a 5500 for a welfare plan? What about all the Schedules? Do you know where to go for help? Do you know the questions you need to ask? If not, you'll want to participate in this program to get these answers and more. How To Participate You will need a phone (speakerphone for multiple participants) and Internet Access. The graphics presentation and illustrations will be viewed via a Web connection, while the speaker audio portion will be via your telephone. Important: Be sure to complete the Browser Test before accessing the program login. Questions Questions may be submitted by participants ONLINE during the program. Your questions will be addressed during a Q&A session at the end of the program. All questions and answers (including those that time does not permit us to answer during the program) will be posted on our Web site for participants to access. Program Schedule - Each part of this two-part program is 90 minutes.* NOTE: Time specified is EASTERN TIME. Part 1 Date and Time: DAY DATE TIME* Tuesday 05/25/04 2:00 p.m. to 3:30 p.m. Eastern Time (1:00 p.m. CT; 12:00: p.m. MT; 11:00 a.m. PT) Part 2 Date and Time: DAY DATE TIME* Thursday 05/27/04 2:00 p.m. to 3:30 p.m. Eastern Time (1:00 p.m. CT; 12:00: p.m. MT; 11:00 a.m. PT)