Phone Forums – Employee Plans

Certain employers are required to file form 5330 with the Internal Revenue Service when they contribute to employee benefit plans. Form 5330 determines if employers owe taxes based on providing excess fringe benefits, nondeductible contributions to qualified plans or when there is a failure to pay a liquidity shortfall. 

Free phone forums featuring IRS employees discussing retirement plan topics.
Betty A. McClernan, Area Manager EP Examinations Programs and Review, will be joined by David Boyd, Manager EP Mandatory Review, Carla Smith, Manager EP Compliance Unit, and Sherry Whitaker, Manager Submission Processing Programs, to discuss the proper completion and processing of the Form 5330, along with ways to avoid common mistakes which will make the processing by the IRS go more smoothly.
If you have a specific issue that you would like the speakers to address, please let them know via e-mail at on or before March 18, 2011.
Register at: You will be assigned a Personal Identification Number (PIN) that must be used to join the conference. If you have never registered with AT&T phone forum, you will need to click on “create a profile” first. Dial in on: March 24, 2011 Toll Free: (866) 216-6835 Dial in 15 to 20 minutes before the scheduled time. Enter your access code, then the pound (#) sign. Enter your PIN, then the pound (#) sign. Your line will be placed on hold until the conference begins.
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