Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan
Recording of a 110-minute CPE webinar with Q&A
This course will explain what plans are required to file Forms 5500, 5500-SF, and 5500-EZ, how to prepare these required information returns and related schedules, and the most recent changes to these forms.
- Form 5500
- Filing requirements
- IRS and DOL scrutiny
- Completing the forms and related schedules
- Best practices
The panel will review these and other key issues:
- Who is required to file Form 5500, 5500-SF, and 5500-EZ?
- What disclosures on Form 5500 are highly scrutinized by the IRS or DOL?
- What are the late filing penalties, and what late filing relief is available for the Form 5500 series?
- What are the most recent changes to Form 5500, 5500-SF, and 5500-EZ?
Christopher Ciminera, CPA, QKA
Principal, Accounting & Auditing
Belfint Lyons & Shuman
Mr. Ciminera is a member of the firm’s Employee Benefit Plan niche in the accounting and auditing services... | Read More
Mr. Ciminera is a member of the firm’s Employee Benefit Plan niche in the accounting and auditing services department where he specializes in auditing employee benefit plans of for-profit, nonprofit, and governmental entities. He also specializes in Form 5500 preparation. When necessary, Mr. Ciminera helps clients navigate and prepare filings for corrections of plan errors or late filings through the DOL Voluntary Fiduciary Correction Program, IRS Voluntary Correction Program, and DOL Delinquent Filer Voluntary Compliance Program.Close
Jeanne Schanzenbach, QPA, CPC, ERPA
Retirement Plan Consultant
Limestone Pension Associates
Ms. Schanzenbach has over 25 years of experience working with plan sponsors in the design and administration of... | Read More
Ms. Schanzenbach has over 25 years of experience working with plan sponsors in the design and administration of qualified retirement plans. She previously founded, owned and operated Benefit Consulting Associates, Inc., a full-service retirement plan administration firm. After merging her firm with Papalia Retirement Plan Services, Inc., Ms. Schanzenbach served as the Director of Retirement Plan Services.Close