Understanding Form 5500 Webcast | 4193488A

Instructors

Date :
June 12, 2019 8:30 AM - 12:00 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Intermediate
Member Price :
150.00
Nonmember Price :
201.00
CPE Credits :
CPE 4.00, MCLE 3.00, IRS-TX 4.00
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Get a practical review of Form 5500, including 5500SF and 5500EZ, and discuss related schedules, enforcement activity, 2018 changes, and what's on the horizon for the upcoming 5500 redesign.

Learn about what's changed on 2018 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.

Objectives:

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

Major Subjects:

  • 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

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Intermediate
Field of Interest:
Specialized Knowledge
Prerequisites:

Basic knowledge of qualified retirement and/or welfare plans.

Designed For:

CPAs, attorneys, enrolled agents and financial professionals.

Instructors

Mark W. 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 County. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans. Clark is a member of CalCPA, the American Society of Pension Professionals & Actuaries (ASPPA), the National Institute of Pension Administrators (NIPA) and the National Center for Employee Ownership (NCEO). He is a guest lecturer at the University of California, Irvine’s personal financial planning certificate program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and conference speaker for the CalCPA Education Foundation, and has been a course instructor and author for Spidell Publishing, Inc.

No Agenda or Materials posted.