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Webinar (Jul 2011):

TUESDAY, SEPTEMBER 6TH, 2011

"WRAP" DOCUMENTS FOR WELFARE PLANS
Tuesday, July 12, 2011 - 2 p.m.

Welfare plans that are subject to ERISA must be set forth in a written plandocument, and participants must be provided a plain-language written summary of the plan that meets the regulatory requirements for a Summary Plan Description (SPD).  In addition, welfare plans with more than 100
participants must generally file a Form 5500 annual report each year.

In this webinar, we will review how plan sponsors can use one or more "wrap" documents to both (i) satisfy the "written plan document" requirement for their welfare benefit plans, and (ii) reduce the number of Form 5500 annual reports they must prepare and file each year. We
will also discuss how existing insurance certificates, plan summaries and benefit descriptions can be "wrapped" with the information they need to qualify as an SPD under ERISA.

To attend this webinar please contact us at info@aristacg.com.

 

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Retirement Plan Advisory Group