In an effort to improve transparency, the Internal Revenue Service (IRS), the Pension Benefit Guarantee Corporation (PBGC) and the Department of Labor (DOL) have published final regulations that require that all 403(b) Plans subject to ERISA file the same schedules as is the case for other plans subject to ERISA such as 401(a) and 401(k) Plans including Schedule C.

Some of the key new disclosure required:

- Applies to plans of 100+ participants where fees of $5,000+ were paid to service providers.
- Service Provider/Sponsor relationship
- Total direct & indirect compensation

There’s much to know about this new important change - failure to comply could result in major fines and penalties. The Knowledge Group has assembled a panel of key experts and thought leaders to help you understand the new disclosures and how to properly complete the questions on Form 5500. Reserve your slot now and have the chance to ask your questions to our panel, live. Advanced registration is recommended as space is limited.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 104005
Recording Fee: $299 (Please click here for details)
NASBA Sponsor Number: 109004

Who Should Attend?

- Lawyers
- Accountants
- Employers
- Plan professionals
- Service providers
- Controllers
- Benefits Managers
- Human Resource Directors
- Financial Executives
- Tax Managers
- Business Manager
- Presidents
- Vice Presidents
- Insurance Professionals
- Enrolled Agents

Why Attend?

This is a must attend event for anyone interested in understanding 403 (b) Plans FORM 5500 Schedule C.
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Registration has been closed for this event.
Click below to order the recording.
Thursday, September 30, 2010 
12:00pm to 2:00pm (ET)

403 (b) Plans FORM 5500 Schedule C: New Compliance Challenges
LIVE Webcast

Speaker Firms:

Media Partner:

Business Review USA is a pioneering digital media site for business professionals and executives across the country. Business Review USA covers solutions that enable global businesses to improve the way they manage their operations, technology, finances and management. Through its digital magazine, online website, daily news and weekly e-newsletter, Business Review USA helps executives stay up-to-date with the most important issues in the demanding and ever more competitive US business scene.

The Knowledge Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit. Attention New York Attorneys: This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less. To Claim Your CLE Credits: The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board. To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml

Enrolled Agents Sponsor ID Number: 760 We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.

The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. "We bring together the world's leading authorities and industry participants through informative two-hour webinars to study the impact of changing regulations."

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