NIPA's new Form 5500 Certificate Course explains the who, what, why, when and how of 5500 Series and ancillary form preparation. This course includes a discussion of the regulations, exploration of the information required to be reported and a line by line explanation of the forms.

Target Audience
This course is designed for those who are new to the qualified retirement plan industry, as well as those who have been away from 5500 Series preparation for a time.

Course Overview
This course is comprised of 10 online lessons (19 modules in total) and an open-book exam (65 questions).

• Lesson 1: Why We File

• Lesson 2: Who Files

• Lesson 3: Plan Types and Filing

• Lesson 4: Plan Assets to Be Reported

• Lesson 5: Working with Auditors

• Lesson 6: Form 5500 Series

• Form 5500, Form 5500-SF, Form 5500-EZ, and Schedules A, C, D, G, H, I, R

• Lesson 7: Filing with EFAST2

• Lesson 8: Common Filing Problems

• Lesson 9: Ancillary Forms

• Lesson 10: Filing Comparisons
  

• Practice Exam (PDF)

• Exam

Access to the course is available for one calendar year, starting on the date the learner launches the course through their profile in NIPA's Learning Center.