Each year, sponsors of health and welfare benefit plans are required to file Form 5500 unless a small plan or other regulatory exemption applies. The filing deadline is the last day of the seventh month after the end of the plan year – which for a plan operated on a calendar year basis is July 31st each year. In this session, we will review the specific reporting requirements that apply to ERISA plans and dispel many of the myths and misperceptions surrounding the ERISA reporting requirements.

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Presenters:

Cindy Niesen
Associate Director, Research & Compliance
Hays Companies | Part of the Brown & Brown Team

Dan Brady
Regulatory and Legislative Specialist
Hays Companies | Part of the Brown & Brown Team


This document is provided for general information purposes only and should not be considered legal or tax advice or legal or tax opinion on any specific facts or circumstances. Readers are urged to consult their legal counsel and tax advisor concerning any legal or tax questions that may arise.


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