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

 

New England Employee Benefits Council (NEEBC)

MA Medical Society, Waltham, MA
May 26, 2011 (8:30 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 (SPDs), summary of material modifications (SMMs) and summary annual reports (SARs), as well as a review of both the Form 5500 and the Department of Labor's electronic filing system. Covered topics included: