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The Complete Guide to the Preparation of Form 5500 (17W872-13)

Description

Tax compliance issues of qualified plans are sometimes confusing to
practitioners due to the fact that many lack experience in this area.
This course provides the practitioner with a practical understanding of
the issues involved in preparing the Annual Return/Report of Employee
Benefit Plan (Form 5500).

Learning Objectives
  2. Provide a step-by-step guide to preparing the Annual Return/Report of Employee Benefit Plan (Form 5500).
Major Topics
  2. Understanding the basic rules and concepts
  3. Understanding what lines and schedules must be completed for all plans
  4. Form 5500, line by line
  5. Form 5500EZ, line by line
  6. Knowing and understanding the attachments to Form 5500
  7. Understanding the EFAST filing system (EFAST and EFAST2)
Course Level
Update
CPE Field of Study
Taxes
7
Prerequisites
none
Location
Online
Event Information
When
Nov 25, 2013
8:30 am - 3:00 pm EST
Location
Online
Total CPE Credits
7
Format
Webcast Replay

Register for this Event

The Complete Guide to the Preparation of Form 5500 (17W872-13)

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