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Understanding Form 5500 WEBCAST

Monday, August 15 8:00am - 12:00pm PDT

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Your Desk

4.0 Credits

Member Price $159.00

Non-Member Price $209.00

Overview

Get a practical review of Form 5500, including 5500SF and 5500EZ, and discuss related schedules, enforcement activity, 2021 form changes, and what’s on the horizon for the upcoming 5500 redesign. Learn what’s changed on 2021 forms and schedules, as well as the latest filing requirements to ensure DOL and IRS compliance. Topics will also touch on delinquent filing procedures using voluntary compliance programs.

Highlights

What’s changed since last year’s returns? What’s the latest on the proposed 5500 redesign? Forms 5500, 5500SF and 5500EZ. Form 5500: nuances and schedules. Reporting and disclosing compliance issues. Reporting delinquent contributions. Failure to file.

Prerequisites

Basic knowledge of qualified retirement and/or welfare plans.

Designed For

CPAs, attorneys, enrolled agents and financial professionals.

Objectives

Identify the issues involved in preparing the Form 5500 series. Outline Form 5500 and related regulatory changes. Identify the latest disclosure requirements.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Mark Clark

Mark Clark is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange, Calif. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans.

Mr. Clark is a member of the California Society of CPAs, the American Society of Pension Professionals & Actuaries and the National Institute of Pension Administrators. He is a guest lecturer at the University of California, Irvine’s CFP program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and a conference speaker for the Education Foundation and a course instructor and author for Spidell Publishing.

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Non-Member Price $209.00

Member Price $159.00