Navigating the maze of changes with Form 5500


Instructor: Cathleen M.  Hampton
Product ID: 704588

  • Duration: 90 Min
This webinar will discuss practical information to ensure compliance with the myriad of changes made to Form 5500 filing requirements. The Instructor will discuss EFAST2 processes and Schedule C disclosures and review changes to the 2014 Form 5500 series reports and 2015 Form 5500-SUP draft instructions. Participants will understand audit requirements and how to handle late deposits.
Last Recorded Date: Jul-2017


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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:

  • Overview of the Form 5500 and reporting requirements
  • Review changes to the 2014 Form 5500 series reports and EFAST2 processes
  • 2015 Form 5500-SUP Draft Instructions
  • Schedule C Disclosures, direct, indirect, and eligible indirect compensation
  • Schedule 8955-SSA requirements and electronic filing
  • How to handle late deposits
  • Understanding your audit requirements
  • Overview of the changes to the M-1 for MEWAs
  • DOL Delinquent Filer Voluntary Compliance (DFVC) Program overview

Who Will Benefit:

  • Human resource managers
  • Benefits administrators
  • Payroll managers
  • Accountants
  • Controllers
  • Finance directors
  • Presidents
  • Vice presidents
  • Tax managers
  • Business managers
  • Insurance professionals
  • Attorneys
Instructor Profile:
Cathleen M. Hampton

Cathleen M. Hampton
Human Resources Consultant, Hampton Resources

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.

Topic Background:

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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