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Provided by: Lorman Education Services Form 5500 What You Need to Know to File |
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Training
Provided by Lorman Education Services
How to avoid the pitfalls of Form 5500 what you don t know could hurt you.
This seminar is for those working in employee benefits who want to expand their knowledge about Form 5500 and related schedules. Form 5500 is a complex information return designed to meet the needs of three government agencies. Because of the numerous types of plans and sponsors, it is not always clear which plans are required to file and what is included in filing.
This seminar will provide an in-depth discussion on the subject as well as guidance for delinquent filers. The instructors will walk you through Form 5500 and its numerous schedules, providing you with the information you need to know in order to successfully and accurately understand the annual return.
Benefits for You
Learn the ins and outs of Form 5500 including when to use it
Know what plans are exempt from filing
Comply with small pension plan audit regulations without hassle
Avoid penalties for noncompliance
Get expert advice on Form 5500 forms and schedules
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Form 5500 What You Need to Know to File
Intended AudienceCredits
This seminar is designed for accountants and controllers, benefits managers, human resource directors, financial executives, tax managers, business managers, presidents, vice presidents, insurance professionals, enrolled agents and attorneys.
Agenda8:00 am 8:30 am Registration 8:30 am 8:45 am Overview Edward F. Feibel, Esq. 8:45 am 9:15 am Form 5500 Overview/EFAST William G. Enck, CPA, APA What Is Form 5500 and When Do I Use It? How, Where and When Do I File? 9:15 am 10:00 am Who Must File and What to File? William G. Enck, CPA, APA Retirement Plans Health and Welfare Plans Fringe Benefit Plans Nonqualified Plans Plans Exempt From Filing 10:00 am 10:15 am What s New? William G. Enck, CPA, APA, Edward F. Feibel, Esq., and M. Irene Fitzgerald, CEBS 10:15 am 10:25 am Break 10:25 am 11:00 am Large Plans vs. Small Plans William G. Enck, CPA, APA Determination of Plan Participants 80 120 Rule What Plans Require an Audit? Small Pension Plan Audit Regulations 11:00 am 12:00 pm Noncompliance Issues Edward F. Feibel, Esq. Avoiding Penalties DFVC 12:00 pm 1:00 pm Lunch (On Your Own) 1:00 pm 1:30 pm Audit Triggers and 5330 Filings Edward F. Feibel, Esq. 1:30 pm 3:05 pm Walk-Through of Form 5500 Forms and Schedules M. Irene Fitzgerald, CEBS Form 5500 and Form 5500-EZ Form 5558 Schedule A and Schedule B Schedule D and Schedule E Schedule R Schedule SSA 3:05 pm 3:15 pm Break 3:15 pm 4:00 pm Walk-Through of Form 5500 Schedules M. Irene Fitzgerald, CEBS Schedules C, G, H and I Schedule of Assets Held for Investment Purposes Schedule of Reportable Transactions Summary Annual Report 4:00 pm 4:20 pm Question and Answer Session William G. Enck, CPA, APA, Edward F. Feibel, Esq., and M. Irene Fitzgerald, CEBS 4:20 pm 4:30 pm Summary Edward F. Feibel, Esq.
,Enrolled Agents 8.0 ,HRCI 6.5 ,HRPD 1.0 ,CPE 8.0 including Taxes 8 ,PACE 8.0 including CLF 8; CLU 8; ChFC 8; REBC 8; RHU 8 ,ME CLE 6.5 ,ME INS 8.0 including Life/Health 8 ,
About The Training Provider: Lorman Education Services
Lorman Education Services - Lorman Education is dedicated to providing cost-effective training opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies.
Please use Priority Code 16175 when registering.
Lorman Education Services began offering continuing education seminars in 1987.
Lorman Education is dedicated to providing cost-effective training opportunities that...
