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• David A. Guadagnoli

ERISA Reporting and Disclosure Requirements: Form 5500....and Beyond!

David Guadagnoli, a Tax Partner in Sullivan & Worcester's Employment & Benefits Group, presented at this "how to" workshop. The session featured both a review of the filing requirements for IRS Form 5500 and a look at rules surrounding related ERISA disclosure mainstays: plan documents, summary plan descriptions, summary of material modifications and summary annual reports.