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Neil Allen

CCH Presents Audio Conference: Form 5500 – What You Need to Know for 2006 Plan Years

(RIVERWOODS, ILL., March 14, 2007) – Form 5500 preparers can keep up to date and earn ASPPA continuing education credit by participating in a 90-minute audio conference entitled Form 5500 – What You Need to Know for 2006 Plan Years presented by CCH, a part of Wolters Kluwer Law & Business and a leading provider of business compliance information, software and services. The conference features well-known authority Janice M. Wegesin and will take place on April 19 from 11 a.m. to 12:30 p.m. Central and 12 noon to 1:30 p.m. Eastern (

This session will cover the latest information for Form 5500 preparers, including how to deal with special situations, such as plant closings or mergers. The session will also point out the new reporting requirements for Form 5500-EZ filers and the new Form 5500 for employers with less than 26 participants.

Specific topics to be covered include:

  • Latest guidance from the Department of Labor and IRS;
  • How to relate lines on Form 5500 to various schedules; and
  • Changes to Form 5500-EZ reporting.

The conference will include a live question-and-answer session.

About the Speaker

Janice M. Wegesin is president of JMW Consulting, Inc., located in Petoskey, Mich. The firm specializes in compliance work associated with qualified retirement plans and welfare benefit arrangements. Wegesin has more than 25 years of experience in the retirement plan area. In 1998, she was named Educator of the Year by the American Society of Pension Professionals and Actuaries (ASPPA). In 2006, Wegesin was presented with the National Institute of Pension Administrators’ (NIPA) Lifetime Achievement Award and she was honored with ASPPA’s Harry T. Eidson Founders Award. She is a Certified Pension Consultant and an Enrolled Agent, licensed to practice before the Internal Revenue Service. Wegesin frequently teaches seminars for pension professionals and accountants on Form 5500 preparation and is author of the 5500 Preparer’s Manual from Aspen Publishers, a CCH sister company. She maintains the Web site

How the Audio Conference Works

CCH’s live audio conference require nothing more than a telephone connection. For the per-site fee, an unlimited number of listeners at a site can participate and get up to speed and in-the-know on this important topic.

Earn CE Credit

This audio conference is designed to meet the CE requirements of the ASPPA CE program and qualifies for 1.5 CE credits. ASPPA members should report this audio conference to ASPPA using the non-ASPPA-sponsored CE guidelines and tools located at In addition, ASPPA members should print out and keep in their files (1) a copy of the site registration confirmation and (2) a hard copy of the presentation materials. For more information, please contact the ASPPA membership department at 703-516-9300.

Special Bonus

Along with detailed handout materials, each site registering for this audio conference will receive a free audio download of Form 5500 – What You Need to Know for 2006 Plan Years .

How to Register

To register online using a credit card, click here. To register by phone, call CCH Customer Service at 1-800-775-7654. Please have your credit card information ready.

About Wolters Kluwer Law & Business

Wolters Kluwer Law & Business is a leading provider of research products and software solutions in key specialty areas for legal and business professionals, as well as casebooks and study aids for law students. Its major product lines include Aspen Publishers, CCH, Kluwer Law International and Loislaw. Its markets include law firms, law schools, corporate counsel and professionals requiring legal and compliance information. Wolters Kluwer Law & Business, a unit of Wolters Kluwer, is based in New York City and Riverwoods, Ill.

Wolters Kluwer is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory, and education sectors. Wolters Kluwer has annual revenues (2006) of €3.7 billion, employs approximately 19,900 people worldwide and maintains operations across Europe, North America, and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, visit

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