Upcoming Webinars


ERISA Compliance: Wrap Plan Document and Form 5500 Filing Requirements

Sue Sieger, ACFCI, CAS, 60 minutes
By attending this webinar you'll learn:

  • What is a Wrap Plan?
  • Who needs one and why?
  • Which plans should be included?
  • What is the consequence for not having a Wrap Plan?

We will also discuss the Form 5500 filing requirements for health and welfare plans and the consequences of failing to file returns timely.

Register and attend!
  Tues, Feb 5, 2019 1:00 PM – 2:00 PM CST
  Thurs, Feb 14, 2019 10:00 AM - 11:00 AM CST


Slide Handout

Handouts will be available prior to the webinar. Q&As are available just after the webinar.