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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.
Basic knowledge of qualified retirement and/or welfare plans.
CPAs, attorneys, enrolled agents and financial professionals.
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.