Form 5500 Annual Update 2026

Overview

It’s essential to stay current on Form 5500 filing rules and requirements. Get a practical review of Form 5500, including 5500SF and 5500EZ. We’ll discuss the changes for 2025 and how different government agencies use the form to target enforcement efforts. We’ll review the related schedules, how to report late contributions, and what to do if your clients miss a filing deadline.

Highlights

• Forms 5500, 5500SF and 5500EZ
• Form 5500: nuances and schedules
• Reporting and disclosing compliance issues
• Reporting delinquent contributions
• Failure to file

Prerequisites

Basic knowledge of qualified retirement and/or welfare plans.

Designed For

CPAs, attorneys, enrolled agents and financial professionals

Objectives

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

Preparation

None

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).