Guest kabmaxx Posted June 18, 2001 Posted June 18, 2001 Does anyone know of a training class or seminar that provides an overall understanding of 5500 filing for a variety of benefit plans? Thanks for any assistance.
JohnCheek Posted June 18, 2001 Posted June 18, 2001 Yes. I teach an 8 hour course, "Preparing Form 5500", for a seminar company called Center for Professional Education, in Paoli, PA. The course has been offered from NY, TX, CA, FL, MD. For scheduling etc, call CPE at 800-544-1114. John Cheek CPA www.cpaSPAN.com
Guest Cindyd Posted June 19, 2001 Posted June 19, 2001 The International Foundation of Employee Benefit Plans cosponsors several Form 5500 workshops with the Department of Labor. There might be one in your area. Check out the workshop information at the address below: http://www.ifebp.org/education/dolhm.asp
stephen Posted June 19, 2001 Posted June 19, 2001 ASPA also sponsors seminars on Form 5500. Their website is: aspa.org Our firm has also purchased the 5500 Preparer's Manual co-written by Joan Gucciardi, Melanie N. Aska, and Janice M. Wegesin for the last couple of years and have found it to be very helpful.
Guest kabmaxx Posted June 19, 2001 Posted June 19, 2001 Thanks all for your quick and helpful advice.
Theresa Lynn Posted June 20, 2001 Posted June 20, 2001 You might look at RIA (http://www.riahome.com), both Checkpoint (http://www.riacheckpoint.com) or RIA's Employee Benefits Compliance Coordinator in print. Both discuss how to complete Forms 5500 and include sample filled-in forms.
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