ASPPA Spring National 2024: Eligibility: Back to the Basics

Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.  May 16, 2024 12:30 – 1:20 PM: Workshop 7: Eligibility: Back to the Basics If you are new to the industry, or just want a nice refresher, this session will dive into plan eligibility! We will cover eligibility options for plan design and review … Continued

ASPPA Spring National 2024: Updates on Forms 5500, 5558, and 8868

Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.  May 16, 2024 1:30 – 2:20 PM: Workshop 10: Updates on Forms 5500, 5558, and 8868 The 2023 Forms 5500 and 5500-SF – Annual Return/Report of Employee Benefit Plan have a number of changes from previous filings.  This session will discuss the recent changes, … Continued