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

 

New England Employee Benefits Council (NEEBC)

Massachusetts Medical Society, Waltham, MA
May 27, 2010 (8:00 a.m. - 12:00 p.m.)

David A. Guadagnoli presented "ERISA Reporting and Disclosure Requirements: Form 5500 . . . and Beyond!" at this how-to workshop sponsored by the New England Employee Benefits Council. This half-day program featured a brief look at the rules surrounding related ERISA disclosure mainstays, including plan document requirements, summary plan descriptions, summary of material modifications and summary annual reports, as well as a review of both the substantially revised Form 5500 and the new filing system. This was a hands-on session and participants had the opportunity to ask questions specific to their organizations. Covered topics included: