Understanding Form 5500 Update
4.00 Credits
Member Price $159
Non-Member Price $209
Overview
It’s essential to stay current on Form 5500 filing rules and requirements. Get a practical review of Form 5500, including 5500SF and 5500EZ. We’ll discuss the changes for 2022 and how different government agencies use the form to target enforcement efforts. We’ll review the related schedules, how to report late contributions, and what to do if your clients miss a filing deadline.
Highlights
- What's changed on the 2022 returns?
- 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
Leader(s):
Leader Bios
Mark Clark
Mark Clark, QPA, APA, 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.
Non-Member Price $209
Member Price $159