ERISA Reporting and Disclosure Requirements: Form 5500. . .and Beyond!
New England Employee Benefits Council (NEEBC)
David Guadagnoli, a tax partner in Sullivan & Worcester's Employment & Benefits Group, presented at this "how to" workshop, which featured both a review of the filing requirements for IRS Form 5500 and a look at rules surrounding related ERISA disclosure mainstays, including plan documents, summary plan descriptions (SPDs), summary of material modifications (SMMs), and summary annual reports (SARs). This will be a hands-on session, and participants will have the opportunity to ask questions specific to their organization.