Why Should You Attend:
The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) published an interim final rule to implement Form 5500 annual reporting changes for multiple-employer retirement and welfare plans required by the Cooperative and Small Employer Charity Pension Flexibility Act (CSEC).
(A multiple-employer plan for this purpose is a plan that is maintained by more than one employer and is not a ‘‘single employer plan’’ and not a ‘‘multiemployer plan’’ for Form 5500 filing purposes.)
The CSEC Act established additional annual reporting requirements for multiple-employer plans for plan years beginning after Dec. 31, 2013. Specifically, new section 103(g) of Title I of ERISA requires that the annual report of a multiple-employer plan must include a list of participating employers and a good faith estimate of the percentage of total contributions made by each participating employer during the plan year.
Employers who offer an employee benefit plan must file an annual report regarding the plan’s financial condition, investments and operations, unless specifically exempt by law. Plan administrators are required to file Form 5500 for retirement plans subject to ERISA.
This webinar will discuss the practical guidance about your Form 5500 and Form 8955-SSA filing requirements.
Areas Covered in the Webinar:
Who Will Benefit:
Cathleen Hampton has more than 25 years of experience as a human resources professional providing subject matter expertise in areas of risk and compliance, work force planning, and human capital strategy. She has a unique ability to analyze operations for risk and help maneuver cultural practices and compliance enhancements that would increase organizational outcomes. She is noted for launching new programs focused on talent acquisition and retention strategies that outpaced major competition through strong and decisive business leadership.
Employers who offer an employee benefit plan must file an annual report regarding the plan’s financial condition, investments and operations, unless specifically exempt by law. Equally as important to understand is, effective with 2013 plan years, all welfare plan Form 5500 ?lings must include an attachment titled ‘‘Form M-1 Compliance Information.’’ Unfortunately, the actual forms do not mention this change, however, it is discussed on pages 1 and 18 of the 2013 Form 5500 instructions. This session will help you understand the basic plan filing requirements, including an overview of recent regulatory changes.
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