Webcast: Preparing Form 5500 (CAFM5516)
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When: 08/17/2016
8:00 AM until 4:00 PM
Where: Webcast
United States
Presenter: Mark W. Clark, QPA, APA

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CPE8 hours
PrerequisiteBasic knowlege of qualified retirement plans.
Adv PrepNone
Who should attend CPAs, attorneys, enrolled agents and other professionals who prepare Form 5500 or who want to add the preparation of Form 5500 to their practice.
CPA Non-Members $375

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


Get a practical review of Form 5500 (including 5500SF and 5500EZ) and discuss related schedules, procedures and enforcement. Find out what has changed by studying updated schedules and new forms required for the current reporting year, as well as learn the latest filing requirements to ensure DOL and IRS compliance. You’ll also receive step-by-step instructions to more accurately and efficiently prepare or review Form 5500 and learn how to file delinquent forms using the DOL's EFAST2 electronic system.

Materials are provided as an ebook.


  • Identify the issues involved in preparing the Form 5500 series.
  • Outline Form 5500 and related regulatory changes.
  • Identify the latest disclosure requirements.


  • What's changed since last year's returns?
  • Electronic filing rules
  • Forms 5500, 5500SF and 5500EZ
  • Form 5500: Nuances and schedules
  • Reporting and disclosing compliance issues
  • Reporting delinquent contributions
  • Failure to file