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1/31/2017ERISACompliance:
WrapPlansandForm5500FilingCopyright2017EmployeeBenefitsCorporation1SueSieger,ACFCI, CAS
SeniorComplianceConsultant
EmployeeBenefitsCorporation
sue. Sieger@reflex.comThematerialprovidedinthiswebinarisbyEmployeeBenefitsCorporationandisforgeneralinformationpurposesonly.
Theinformationdoesnotconstitutelegaladviceandmaynotberelieduponbyanyoneassuch.
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What is form5500filing?
Form 5500 filing is a report that provides information about the operations, funding, and investments of employee benefit plans.
Who is required to file form5500filing?
Employers who offer employee benefit plans such as retirement or health plans are required to file Form 5500.
How to fill out form5500filing?
Form 5500 can be completed electronically through the Department of Labor's EFAST2 system or through third-party software vendors.
What is the purpose of form5500filing?
The purpose of Form 5500 filing is to provide information to the government, participants, and beneficiaries about the financial condition and operation of employee benefit plans.
What information must be reported on form5500filing?
Information such as plan assets, contributions, investments, plan expenses, and participant information must be reported on Form 5500.
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