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ERISA Reporting and Disclosure for Welfare Benefit Plans - Demystifying the Form 5500 Requirements
Each year, sponsors of health and welfare benefit plans are required to file Form 5500 unless a small plan or other regulatory exemption applies. The filing deadline is the last day of the seventh month after the end of the plan year – which for a plan operated on a calendar year basis is July 31st each year. In this session, we will review the specific reporting requirements that apply to ERISA plans and dispel many of the myths and misperceptions surrounding the ERISA reporting requirements, including:

+ Which plan sponsors are subject to Form 5500 filing requirements?
+ What is an ERISA health or welfare benefit plan?
+ What is a small employer plan that is not subject to the Form 5500 requirement?
+ Are there other filing exemptions, and what are they?
+ What are the filing deadlines?
+ What is a Summary Annual Report (SAR), who should receive one, and how can it be distributed?
+ What should we do if we missed our 5500 deadline, or we find an error after our 5500 has been filed?

Jun 24, 2021 11:00 AM in Central Time (US and Canada)

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Speakers

Cindy Niesen
Associate Director | Research & Compliance @Hays Companies | Part of the Brown & Brown Team
Cindy Niesen is an Associate Director of Research & Compliance at Hays Companies. She started with Hays as a consultant in 1999, and moved to her current role in 2011. Prior to joining Hays, Cindy was involved in project management, marketing, sales, benefit administration, compliance assistance and client service with independent employee benefit brokerage and consulting firms, a third-party administrator and a major insurance carrier. She has over 40 years of experience and has assisted groups and individuals with a broad range of human resources, benefits and retirement plan issues. At Hays, Cindy provides clients and consultants with ongoing support and assistance with government reporting, ERISA disclosure, health care reform and compliance with other federal laws. She is a member of the International Foundation of Employee Benefit Plans (IFEBP) and holds the Certified Employee Benefits Specialist, Group Benefit Advisor, and Compensation Management Specialist designations.