EBSA Webcast to Address Form 5500 Issues

Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online. 

And while getting a briefing on regulatory forms might not normally be your cup of tea, the Department of Labor’s Employee Benefits Security Administration (EBSA) says that an important part of the discussion will focus on the Schedule C and the impact on 403(b) plans. 

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) says it will host a free webcast November 5 to help employers, plan administrators and service providers prepare for changes to the Form 5500 and electronic filing requirement that begin with the 2009 plan year filings. 

According to the announcement, this third webcast will provide more details about preparing the Form 5500 and getting ready for the new electronic filing system.  In addition, EBSA staff will address questions received from the public and provide practical tips for using the new ERISA Filing Acceptance System – known as EFAST2.  EFAST2 will receive only electronic filing submissions.    

The Web cast is scheduled for November 5 from 2:00 to 4:00 p.m. EST.   

Registration is required and available on a first-come, first-served basis.  You can so do at http://www.dol.gov/ebsa – and then click on “Getting Ready for 2009 Form 5500 and Electronic Filing, Part III Webcast” under Compliance Assistance Webcasts/Seminars/Workshops. 

Or you can click at https://compx11.eventcenterlive.com/cfmx/ec/register/reg.cfm?BID=1&RegID=4E090FB5