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SUMMARY:ASPPA Spring National 2024: Eligibility: Back to the Basics
DESCRIPTION:Christopher Ciminera\, CPA\, QKA will be moderating at ASPPA Spring National.  \nMay 16\, 2024 \n12:30 – 1:20 PM: Workshop 7: Eligibility: Back to the Basics \nIf 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 how to figure eligibility with each option including elapsed time\, hourly\, special exclusions\, and break in service rules.  Have your thinking caps on as we will be going through real life examples. \nASPPA Spring National\nMay 15 – 16\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event. \nFind out more here: ASPPA Spring National 2024
URL:https://www.belfint.com/event/asppa-spring-national-2024-2/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/05/Spring-National-Back-to-basics.png
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UID:10000352-1715866200-1715869200@www.belfint.com
SUMMARY:ASPPA Spring National 2024: Updates on Forms 5500\, 5558\, and 8868
DESCRIPTION:Christopher Ciminera\, CPA\, QKA will be moderating at ASPPA Spring National.  \nMay 16\, 2024 \n1:30 – 2:20 PM: Workshop 10: Updates on Forms 5500\, 5558\, and 8868 \nThe 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\, updates to Form 5558 – Application for Extension of Time to File Certain Employee Plan Returns\, and the new Form 8868 – Application for Extension of Time to File an Exempt Organization Return of Excise Taxes Related to Employee Benefit Plans. \nThis session will discuss:\n• The new Schedule DCG for Defined Contribution Group (DCG) reporting options\n• The new Schedule MEP for Multiple-Employer Plans\n• The new participant counting methodology for determining type of filer.\n• The new administrative expenses transparency changes.\n• The new compliance questions added to Schedule R. \nASPPA Spring National\nMay 15 – 16\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event. \nFind out more here: ASPPA Spring National 2024
URL:https://www.belfint.com/event/asppa-spring-national-2024-3/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/05/Spring-National-Forms-Updates.png
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