2008 Calendar
ERISA Reporting and Disclosure Requirements:
Form 5500. . .and Beyond!Updates on changes to rules and forms
When:
Thursday, May 15, 2008
Registration: 8:00 am - 8:30 am
Program: 8:30 am - noon
Where:
Massachusetts Medical Society
860 Winter Street
Waltham Woods Corporate Center
Waltham, Massachusetts
Program Description
he New England Employee Benefits Council is offering this half-day "how to" workshop to help you and your staff comply with ERISA reporting and disclosure requirements. The session features both a review of the filing requirements for IRS Form 5500 and a look at rules surrounding related ERISA disclosure mainstays: Plan Documents, Summary Plan Descriptions (SPDs), Summary of Material Modifications (SMMs) and Summary Annual Reports (SARs). This will be a hands-on session, and participants will have the opportunity to ask questions specific to their organization.
Topics to be covered include:
- DOL/IRS late filing and voluntary correction programs
- Which plans are subject to ERISA and what are the obligations of Plan Sponsors?
- Which plans require 5500 filings; what must be filed and when?
- How to complete the 5500 forms and avoid penalties
- The "nuts and bolts" of ERISA disclosure requirements, including Plan Documents, SPDs, SMMs and SARs
- How to avoid common pitfalls
- An update on the EFAST program for electronic filings
- A review of coming 5500 changes
Who Should Attend
This program is intended for all persons with responsibility for ERISA reporting and disclosure compliance, particularly Form 5500, Plan Documents, SPDs, SMMs and SARs. Please pass this brochure along to other persons at your organization who might also have responsibility for ERISA reporting or disclosure requirements or otherwise be interested in attending this workshop.
This course has been approved for 3 credits by the Massachusetts Division of Insurance Continuing Education Program!
Workshop Faculty
David A. Guadagnoli is a tax partner in the Boston office of Sullivan & Worcester LLP. He concentrates his practice in the employee benefits area and is experienced in the design, implementation and administration of welfare and fringe benefit arrangements and qualified retirement plans (including 401(k) plans and ESOPs) for large and small employers, retirement distribution planning for individuals and the design and implementation of nonqualified deferred compensation and equity compensation arrangements for public and private employers.
Jean R. Leckenby is a Managing Consultant with Cambridge Advisory Group, Inc., a benefits and compensation consulting firm with broad based expertise in retirement plans, health and welfare plans, compensation, and risk management. She is an Enrolled Actuary and member of the American Academy of Actuaries, and a former instructor of Pension Law in the Bentley College Pension Administration Program. With over 25 years of experience, including as a Director in a major accounting firm, she has consulted with clients over a wide range of employee benefits issues, and has lectured extensively on benefits topics.
Agenda
I. ERISA DISCLOSURE REQUIREMENTS
The Who, What, When, Where and Why of ERISA Disclosure (Plan Documents, SPDs, SMMs and SARs)
II. FORM 5500
The Who, What, Where, When and Why of Form 5500
III. COMMON ERISA COMPLIANCE PITFALLS AND ERRORS, AND HOW TO AVOID THEM
IV. ANSWERING YOUR ORGANIZATION'S SPECIFIC QUESTIONS
Find the answers to your ERISA compliance questions. Learn about your colleagues' issues and their solutions!
IV. WHERE TO GO FOR MORE INFORMATION
Getting to the Workshop
Take Route 128/I95 to exit 27B (Winter Street). Follow Winter Street for approximately one mile; 860 Winter Street (Waltham Woods Corporate Center) is on the left. Proceed to Massachusetts Medical Society at top of hill.
How to Register
Registration for this workshop is $150 for NEEBC members and $180 for non-members. The fee includes continental breakfast and all workshop materials. To register, call 781-684-8700 or download a brochure and registration form at the link below.
If you have questions or require special services, call 781-684-8700.
Cancellation Policy
Cancellations must be made (by fax or telephone) at least 72 hours prior to the event to be fully refundable. You may designate a replacement if unable to attend a program. Please note that program "no shows" are not refundable.
Space is limited. In the past similar workshops have sold out quickly. Please register early!
To Register
Click here to download a brochure with registration form, or call 781-684-8700.
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