Written by industry expert Janice M. Wegesin, and now in its 21st year, the 5500 Preparer’s Manual is the most highly regarded guide for plan sponsors and practitioners who need help completing and filing the Forms 5500, 5500-SF, and 5500-EZ and their related schedules.
5500 Preparer’s Manual for 2013 Plan Years
New edition!
by Janice M. Wegesin
The newly revised 2013 Plan Years edition includes practical guidance on:
  • ERISA Filing Acceptance System 2 (EFAST2) processes and requirements for mandatory electronic filing and how to amend the Form 5500 filings using the electronic system
  • Late filings and the DOL’s Delinquent Filer Voluntary Compliance (DFVC) Program
  • How to qualify for relief from the audit requirements that apply to small pension plans
  • Benchmarks that should be kept in mind when evaluating fidelity bond coverage purchased to comply with ERISA Section 412
  • How to prepare and submit the Form 8955-SSA
  • The latest model language issued for summary annual report and annual funding notice disclosures required of certain plans
  • How to apply for EINs
  • And much more!

Sample Pages

To order, please visit wklawbusiness.com/store or call 1-800-638-8437.

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