CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Form 5500 and ERISA Regulatory Updates

Kimberly Flett, CPA, MST, QKC, CHRS

ERISA & Tax Financial Services, LLC

Monday, June 21, 2021 | 01:00 PM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • SHRM
  • CTEC

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 PDC credit for SHRM Certified Professionals (Approval No. 21-3XHXC)

1 CE credit of Federal Tax Update for Oregon Tax Preparers

1 CE credit of Federal Tax for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

In a world turned upside down by COVID-19, it can be difficult for retirement plan fiduciaries to make sure that they are following the rules – especially since a number of them have been altered by the Internal Revenue Service (IRS), Department of Labor (DOL) and other entities as a means of helping plan sponsors and participants navigate the pandemic.

One in particular relates to Form 5500, developed jointly by the DOL, IRS and the Pension Benefit Guaranty Corporation (PBGC), designed to ensure that employee benefit plans can satisfy the annual reporting requirements

The Form 5500 Series is part of Employee Retirement Income Security Act’s (ERISA) reporting and disclosure framework intend to ensure that employee benefits plans are operated and managed in accordance with prescribed standards. In addition, it ensures that participants and beneficiaries, as well as regulators, are provided or have access to sufficient information to protect the rights and benefits of participants and beneficiaries under the covered employee benefits plans. All qualified retirement plans, 403(b) plans subject to ERISA, and health and welfare plans covering more than 100 participants are subject to filing the Form 5500, and it must be done electronically. 

This online CPE course will provide guidance regarding regulatory updates for the 2020 Form 5500 and ERISA retirement plans for plan practitioners and sponsors.

Key topics covered in this online CPE webinar:

  • Overview of Form 5500
  • Updates for Form 5500
  • Employers subject to ERISA
  • ERISA Regulatory Updates

Learning Objectives

  • To become familiar with current Form 5500 and ERISA updates applicable to plan sponsors and plan practitioners.
  • To discuss the important impacts of the SECURE, CARES, and other recent legislation for retirement plans.
  • To recognize and become familiar with resources available to assist with guidance and questions.

Who Should Attend?

  • Accountant
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant
  • Compliance Managers
  • Compliance Officers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • HR Professionals
  • Human Resources Manager
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA