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Event Information

Understanding Form 5500 Webcast | 4203488B
Date: August 31, 2020
Event Start time: 8:30 AM   End time: 12:00 PM
Location: Webcast

Facility: Webcast Rebroadcast


Member:       $149
Nonmember: $199

CPE Credits:

4.00 CPE: Continuing Professional Education Technical
4.00 CTEC-TX: CTEC - Federal Tax Law Hours Technical
4.00 IRS-TX: IRS Federal Tax Update Technical
4.00 MCLE LS-TX: Legal Specialization-Taxation Law Technical
3.00 MCLE: MCLE Technical


Get a practical review of Form 5500, including 5500SF and 5500EZ, and discuss related schedules, enforcement activity, 2019 changes, and what's on the horizon for the upcoming 5500 redesign.

Learn what's changed on 2019 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.


  • 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 redsign?
  • Forms 5500, 5500SF and 5500EZ
  • Form 5500: nuances and schedules
  • Reporting and disclosing compliance issues
  • Reporting delinquent contributions
  • Failure to file



Level of Difficulty:

Field of Interest:


Basic knowledge of qualified retirement and/or welfare plans.


Designed For:

CPAs, attorneys, enrolled agents and financial professionals.


Advanced Prep:



Event Notes:
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