ERISA 103: Annual Form 5500 Filing Requirements Required by ERISA

ERISA 103: Annual Form 5500 Filing Requirements Required by ERISA

 

Description:

Each year, US-based employer-sponsored health and welfare plans must prepare and submit a Form 5500, Annual Report/Return of Employee Benefit Plan.

The Form 5500 preparation and filing process can become a monster in and of itself; however, balancing accuracy with the deployment of new efficiencies respecting the preparation of the annual statement may result in a more streamlined, and less disruptive, Form 5500 filing season.

In this program, participants will take a deep dive into Form 5500, dissecting its requirements to design an actionable plan of attack for accomplishing this important and reoccurring regulatory requirement. We’ll walk through the preparation and submission of delinquent Form 5500s, as well as a review of the interrelated corrective processes employers may utilize to re-submit previously reported inaccurate Form 5500 statements.

Broadcast during the same month as the launch of our new Form 5500 Filing Resource Center, this March 2023 educational program is a must for all employers grappling with the preparation and timely submission of these required annual statements.

A Baldwin Professional Education Connection Webcast.

Speakers include:
Nicole Fender (S)
Catlin Hillenbrand (S)
Jason Sheffield (M)

Time

Mar 29, 2023 01:00 PM in Eastern Time (US and Canada)

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Table of Contents

8[1]
ACA 102: Understanding and Administering the ACA Annual Employer Information Reporting Requirements
Description: Consistent with the requirements of the Employer Shared Responsibility provisions of the...
8[1]
Leave 102: Discover State and Local Worksite Requirements
Description: A Baldwin Professional Education Connection Webcast. Speakers: Marie Smith (S) HR-Link Service...
17[1]
ERISA 104: An Introduction to Cafeteria Plans and Account-based Products
Description: A Baldwin Professional Education Connection Webcast. Speakers: Jason Sheffield (S) Stephanie...
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