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Form 5500 Filing Requirements with Wrap Documents

Gain an understanding of the Form 5500 requirements for Wrap Documents and make sure you are in compliance. Each year, thousands of employers are fined by the Department of Labor for failing to submit an annual Form 5500 or for providing incorrect information on Form 5500. These forms are important disclosure tools used by the government to protect plan participants and beneficiaries and the fines associated with noncompliance are very costly. Many employers who utilize Wrap Documents struggle to navigate the complicated instructions and either fail to complete or fail to submit Form 5500, resulting in significant penalties. This topic helps those individuals responsible for compliance to understand the Form 5500 requirements for Wrap Documents. It explains how to fill out these forms correctly and what to do to get in compliance with federal law. This information is critical for employers so they can ensure they are meeting their obligations under ERISA and avoiding fines that could easily reach hundreds of thousands of dollars.


Runtime: 89 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview

  • Wrap Documents: Purpose, Types, Requirements
  • Form 5500: In-Depth Review
  • Case Studies and Best Practices

Wrap Documents

  • Background and Component Parts
  • ERISA Requirements
  • Considerations for Compliance

Form 5500s

  • Filing ??" Who, What, How?
  • Compliance and Penalties
  • Case Studies and the DFVCP
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on June 20, 2018.

Call 1-866-352-9540 for further credit information.

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • HR Certification Institute 1.5
     
  • This E-Learning program has been approved for 1.5 recertification credit hours toward general recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.25
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.25 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

  • Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Brady C. Bizarro, Esq.

Brady C. Bizarro, Esq.

The Phia Group, LLC

  • Director, Healthcare attorney in the office of The Phia Group, LLC
  • Practice emphasizes all aspects of ERISA, ACA, and HIPAA compliance
  • Conducts regular seminars and workshops on numerous regulatory, transactional, and compliance matters related to healthcare and employee benefits law
  • Written several publications related to the areas of health insurance industry, especially self-funded employee benefit plans
  • Member Self-Insurance Institute of America
  • J.D. degree, Boston University School of Law; B.A. degree, Boston University
  • Can be contacted at 781-535-5643, bbizarro@phiagroup.com or on Twitter® @ThePhiaGroup
Jennifer McCormick, Esq.

Jennifer McCormick, Esq.

The Phia Group, LLC

  • Vice president of Consulting at The Phia Group, LLC
  • Concentrates in various aspects of self-funding, healthcare, and employee benefits
  • Frequent speaker for industry webinars and at national association conferences
  • Written multiple industry publications and contributor to online media content
  • J.D. degree, Syracuse University College of Law, with certificates in estate planning and family law; B.A. degree in both psychology and criminal justice, Indiana University, graduating with distinction as a National Dean’s List Scholar
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 403572
Published 2018
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