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Understanding New IRS Rules in Filing Revised Form 5300
   LIVE Webcast  


Event Details:                                                                                                                                                          

Form 5300 is an important document that companies must prepare properly in order to obtain IRS approval of their qualified plans. The Knowledge Group is assembling a panel of distinguished professionals and key regulators to help companies understand the new regulations on Form 5300. The speakers will share their expert opinions in a two-hour LIVE Webcast.

In this live webcast, we’ll cover (among other topics):

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Advance Preparation: Print and review course materials
Course Code: 114223
Recording Fee: $299 (Please click here for details)


Featured Speakers for Understanding New IRS Rules in Filing Revised Form 5300 LIVE Webcast :

Agenda  (click here to view more)

Ann Carr Mackey, Shareholder,
Ogletree Deakins

  • • What a qualified retirement plan is, and is not
  • • Types of qualified retirement plans and IRS applications
  • • Reasons to file for IRS approval of a qualified plan

David J. Wasserstrum, Partner,
WeiserMazars LLP

  • • Determination Letter Submission Timing and Cycles
  • • Cycles for the timing of submission of qualified plan documents
    • • Rev. Proc. 2007-44 as modified by Revenue Procedure 2008-56
    • • Setting forth the current rules and procedures concerning determination letter submissions
    • • Exceptions to five-year cycles
  • • Treatment of mergers and acquisitions
  • • Extensions- Announcement 2012-3
  • • Cumulative list of Changes

Elizabeth Thomas Dold, Principal,
Groom Law Group, Chartered

  • • Review of changes to the 5300 and instructions
  • • What amendments/documents need to be included with the filing
  • • Review changes to the determination letter process for individually designed plans -- generally effective 2/1 -- Revenue Procedure 2012-6 and Ann. 2011-82
  • • Current filing fees -- Form 8717 (which is updated)
  • • Review of changes to the Form 5307 and instructions

Andrew E. Zuckerman, Director, EP Rulings and Agreements,

  • Will play off each speaker reflecting on the points made and then have a wrap up segment with any up-to-the-minute changes.

Ogletree Deakins
Ann Carr Mackey
speaker bio »»

WeiserMazars LLP
David J. Wasserstrum
speaker bio »»

Groom Law Group, Chartered
Elizabeth Thomas Dold
speaker bio »»

Andrew E. Zuckerman
Director, EP Rulings and Agreements
speaker bio »»

Who Should Attend?

- Employment Litigation Practicing Lawyers
- Attorneys
- General Counsel
- Private Companies
- Public Companies
- Compliance Officers
- Employment Law Attorneys
- General Counsel & Vice President of Human Resources
- HR and Personnel Professionals
- Employment Law Advisors
- Employee Relations Professionals
- Attorneys
- Legal Officers
- Business Consultants
- Senior Managers

Why Attend?

This is a must attend event for anyone interested in learning and understanding the new rules in filing revised Form 5300.

- Detailed guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Join this live webcast by clicking the “Register” button below. Advanced registration is advised as space is limited. Significant discounts apply to early registrants.

Registration Information:                                                                                                                                    

Please note, the event date is firm although it may be subject to change. Please click here for details.
The Knowledge Group, LLC is producing this event for information purposes only. We do not intend to provide or offer business advice. The contents of this event are based upon the opinions of our speakers. The Knowledge Congress does not warrant their accuracy and completeness. The statements made by them are based on their independent opinions and does not necessarily reflect that of The Knowledge Congress' views. In no event shall The Knowledge Congress be liable to any person or business entity for any special, direct, indirect, punitive, incidental or consequential damages as a result of any information gathered from this webcast.

















Understanding New IRS Rules in Filing Revised Form 5300
LIVE Webcast

Event Sponsors:

Ogletree Deakins is the nation’s third largest labor and employment law firm, representing management in all types of employment-related legal matters. The firm has more than 600 lawyers located in 40 offices across the U.S. In addition to handling labor and employment law matters, the firm has thriving practices focused on business immigration, employee benefits, and workplace safety and health law. Ogletree Deakins represents a diverse range of clients, including more than half of the Fortune 50 corporations in the U.S.

Groom Law Group, Chartered is the premier employee benefits law firm in the United States with over 50 attorneys dedicated solely to the practice of employee benefits law. The firm has been at the forefront of developments in the nation’s employee benefits laws since Congress passed ERISA in 1974. Groom provides clients with cost-effective, creative, and practical solutions to sophisticated benefits and tax law challenges. More information about the firm and its attorneys can be found at

Since 1921, WeiserMazars LLP has provided a unique combination of foresight and experience when fulfilling client needs in accounting, tax and advisory services. Named one of the Fastest Growing/All-Star Firms in the country by INSIDE Public Accounting in September, 2011, WeiserMazars’ team of professionals brings technical expertise, industry insight and an integrated, customized approach to dealing with the critical issues and competitive challenges facing the firm’s clients. Whether on the local level or internationally, the firm guides clients through their day-to-day operations and works with them to ensure they have the right financial structure in place to meet their business goals.

WeiserMazars’ team of over 100 partners and approximately 700 professionals is based out of seven U.S. offices, Israel and the Cayman Islands. As the independent U.S. member firm of the Mazars Group – a prominent international accounting, audit, tax and advisory services organization with nearly 14,000 professionals in more than sixty countries on six continents – WeiserMazars represents clients of all types, including owner-managed businesses, complex, multi-national organizations and high net worth individuals in a multitude of industries.

For more information visit us at

Speaker Firms:



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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.

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