Overview

This definitive single-volume 5500 Preparer's Manual provides comprehensive coverage in an easy-to-use format for both pension benefits and welfare benefit plans. 5500 Preparer's Manual is the best resource available for preparing your 5500 filing confidently and correctly. Written by an expert in the field of 5500 form preparation, 5500 Preparer's Manual provides comprehensive coverage in an easy-to-use format. Highlights include: Up-to-date, line-by-line explanations make it easy to prepare forms for filings At-a-glance charts and examples cover key requirements, filing summaries, due dates, penalties, and more Step-by-step instructions for electronic filing, including electronic signatures, transmission, accessing government software, and more In addition to providing line-by-line explanations for completing 18 forms and schedules, the 5500 Preparer's Manual for 2011 Plan Years brings you up to date on the following topics: ERISA Filing Acceptance System 2 (EFAST2) processes and requirements for mandatory electronic filing Late filings and the Department of Labor's Delinquent Filer Voluntary Compliance (DFVC) Program How to amend Form 5500 filings using the electronic system How to qualify for relief from the audit requirements that apply to small pension plans Benchmarks that plan sponsors and practitioners should keep in mind when evaluating fidelity bond coverage purchased to comply with ERISA Section 412 How to prepare and submit Form 8955-SSA Form M1 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 About the Author Janice M. Wegesin is president of JMW Consulting, Inc., located in Petoskey, Michigan. Ms. Wegesin has more than 30 years of experience in the retirement plan area. In 1998, she was named Educator of the Year by the American Society of Pension Professionals and Actuaries (ASPPA). In 2006, Ms. Wegesin was presented with the National Institute of Pension Administrators' (NIPA) Lifetime Achievement Award and was honored with ASPPA's Harry T. Eidson Founders Award. She is a Certified Pension Consultant and an Enrolled Agent, enrolled to practice before the Internal Revenue Service. Ms. Wegesin frequently teaches seminars for pension professionals and accountants on Form 5500 preparation, and she maintains the Web site www.form5500help.com.

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