Wolters Kluwer
Complimentary Webinar
Electronically Filing a 5330 for Late Deposits?
Date: Wednesday, September 10, 2025

Time: 1:00 PM ET
Do you have questions about the new IRS rules regarding electronic filings for Form 5330? Need guidance on when a 5330 is truly necessary? Curious if there is a solution available that can help streamline the process and comply with the new requirements?  

Then plan to join our webinar “Electronically Filing a 5330 for Late Deposits?” on Wednesday, September 10th at 1pm ET where the team of Kirk Vaughn, Holly Roussel and Katie Heemskerk will be:

  • Exploring when filing for delayed 401(k) contributions is truly necessary.
  • Unraveling the IRS's e-filing requirements.
  • Reviewing the NEW! ftwilliam.com Form 5330 electronic filing solution.

Ready to learn more? Register today! 

CE Credit: 1 ASPPA/NIPA 

Click the button below to view the replay!

Speakers

Kirk Vaughn

Kirk Vaughn is an attorney for ftwilliam.com with over 10 years of experience with pension and welfare plans. At FTW, he leads the document drafting team and provides guidance on retirement plan issues. Before joining FTW, Kirk worked as legal counsel for a company providing TPA, recordkeeping, custodial, and trust services, and has also worked as a group underwriter for Cigna.

Katie Heemskerk

Katie is an accomplished professional with over 15 years of experience, currently serving as the Technology Product Manager for ftwilliam.com and the Product Owner for the Custom Development team. Katie has served in many different capacities from ftwilliam.com support to application specialist and is passionate about delivering efficiency and quality service to customers.

Holly Roussel

Holly Roussel is an accomplished professional with over 20 years of industry experience, currently serving as the Associate Director of Compliance & Product Design at Wolters Kluwer. She is recognized for her creative problem-solving skills and a strong track record in process improvement, customer collaboration, and project deployment. Holly has played a pivotal role in launching and optimizing products at ftwilliam.com, driving innovation, and ensuring regulatory alignment. Passionate about her work, she is committed to exceeding customer expectations and enhancing business outcomes.