November 12, 2013 – Whether your ESOP plan year-end corresponds to the calendar year or not, you should always have a checklist at the ready!
Mychelle and Kelly, two of our Senior ESOP Administrators with more than two decades of plan administration experience between them, will give you some best practices and cover a range of topics, including:
• Form 1099R tips and explanations
• Form 945 tips & explanations
• Required Minimum Distributions
• Form 8955-SSA
• Partial Plan Terminations
Bring your questions!
Date: Tuesday, November 12, 2013
Time: 12:30 – 1:30 p.m. Eastern Time
Presenters: Mychelle Holloway & Kelly Irizarry, Senior ESOP Administrators – SES Advisors, Inc.
Topic: Are Your Ready for Year-End? ESOP Administration Updates
All are welcome to participate! Register now. Log in information will be emailed to you the day before the webinar.
Please Note: Continuing educational credits are not available for this webinar.