ERISA Compliance: When Do You Need a Wrap Plan?
Sue Sieger, ACFCI, CAS, 60 minutes
DOL audits are on the rise, so it’s a good time to learn which plans are subject to ERISA and which ones should be included in a Wrap Plan. Insurance carrier booklets and certificates alone will not meet the plan document and summary plan description (SPD) requirements.
This session reviews what a Wrap Plan is, who needs one, and why. We'll answer questions like:
- What plans are subject to ERISA?
- What plans should be included in a Wrap Plan?
- What are the consequences for not having a plan document and SPD for ERISA plans?
This session also covers Form 5500 filing requirements for health and welfare plans and the consequences of failing to file returns timely.
Register and attend!
Thurs, February 6, 2020 1:00 PM – 2:00 PM CST
Tues, February 11, 2020 10:00 AM - 11:00 AM CST
Handouts will be available prior to the webinar.
Q&As are available just after the webinar.