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Form 5500 EZ Regulatory Requirements for Self-Employed Individuals

FORM 5500 EZ REGULATORY REQUIREMENTS FOR SELF-EMPLOYED INDIVIDUALS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 17, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Form 5500 EZ is an important regulatory filing that can alert the IRS of plan errors with significant fines and penalties.  Form 5500 EZ is used by one-participant plans that are not subject to the requirements of ERISA and that are not eligible or choose not to file Form 5500 SF. Learn about the importance of this sometimes overlooked filing, common errors, and remediation. 

Learning Objectives:


  • The requirements for filing Form 5500 EZ

  • Penalties for failure to file

  • Examine case studies and corrective measures

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kimberly Flett

BDO USA, LLP
Managing Director, National Practice Leader ERISA
kflett@bdo.com
(234) 466-4068

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Kim is a managing director in BDO’s Compensation and Benefit Services practice. With over 20 years of experience in ERISA, she supervises a team of professionals and is responsible for all aspects of qualified plans including government and tax compliance, ERISA consulting, technical review, internal quality control, and retirement plan design and administration. Kimberly is also responsible for medical plan consulting, including welfare benefit and specializes in the Affordable Care Act and is an integral part of the leadership team in the Firm’s growing defined benefit practice. She is a tax compliance expert for the Firm’s Assurance Employee Benefit Practice in addition to a technical advisor for the Firm’s national compliance help desks. She is also a business development leader for the Compensation and Benefits global team nationally. Kim is a frequent writer and lecturer including speaking at the AICPA’s annual Employee Benefit Conference.

About Our Presenter

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BDO delivers assurance, tax, financial advisory, and consulting services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients. - Unparalleled partner-involvement - Deep industry knowledge and participation - Geographic coverage across the U.S. - Cohesive global network - Focused capabilities across disciplines BDO brings world-class resources and exceptional service to each and every one of our clients. BDO USA is a member of BDO International, the world’s fifth largest accounting and consulting network.