Understanding Form 5500 Webinar

Sep 19
11:30 - 3:00 p.m.

Online

4-Other
CPE Credits

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

Highlights

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.

Registration

PICPA Member: $129
Nonmember: $179

More Information

Course No. 4193488C Level: Intermediate

Prerequisites: Basic knowledge of qualified retirement and/or welfare plans.

Speaker(s)

Mark Clark