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

 

New England Employee Benefits Council

May 21, 2009 (8:00 a.m. - 12:00 p.m.)

David A. Guadagnoli presented at a New England Employee Benefits Council "how-to" workshop on "ERISA Reporting and Disclosure Requirements: Form 5500 . . . and Beyond!" The half-day program 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 (SPDs), Summary of Material Modifications (SMMs) and Summary Annual Reports (SARs).

Topics included: