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ERISA 103: Annual Form 5500 Filing Requirements Required by ERISA

Each year, US-based employer-sponsored health and welfare plans must prepare and submit a Form 5500, Annual Report/Return of Employee Benefit Plan.

The Form 5500 preparation and filing process can become a monster in and of itself; however, balancing accuracy with the deployment of new efficiencies respecting the preparation of the annual statement may result in a more streamlined, and less disruptive, Form 5500 filing season.

In this program, participants will take a deep dive into Form 5500, dissecting its requirements to design an actionable plan of attack for accomplishing this important and reoccurring regulatory requirement. We’ll walk through the preparation and submission of delinquent Form 5500s, as well as a review of the interrelated corrective processes employers may utilize to re-submit previously reported inaccurate Form 5500 statements.

Broadcast during the same month as the launch of our new Form 5500 Filing Resource Center, this March 2023 educational program is a must for all employers grappling with the preparation and timely submission of these required annual statements.

A Baldwin Professional Education Connection Webcast.

Speakers include:
Nicole Fender (S)
Catlin Hillenbrand (S)
Jason Sheffield (M)

Mar 29, 2023 01:00 PM in Eastern Time (US and Canada)