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Registration Form Monday, March 16, 2015, Mr. Jeff Sewell, Regional Sales Director, Total Administrative Services Corporation (TASK) ERICA Compliance Fellowship: 5:30-6:00 p.m. Dinner and Presentation-6:00
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How to fill out ERISA compliance - WisconsinAFS:

01
Start by familiarizing yourself with the ERISA regulations and requirements specific to WisconsinAFS. This can be done by reviewing the official ERISA guidelines and any additional state-specific regulations.
02
Gather all the necessary information and documentation required for ERISA compliance. This may include employee benefit plan information, plan documentation, financial statements, and other relevant records.
03
Ensure that the plan is administered in accordance with ERISA guidelines. This involves properly managing and overseeing the plan, including handling contributions, participant communications, and investment management.
04
Complete and file the necessary forms and reports with the appropriate entities. This may include Form 5500, which is typically required for most employee benefit plans.
05
Regularly review and update the plan to ensure ongoing compliance with ERISA regulations. This may involve conducting plan audits, reviewing investment options, and addressing any issues or discrepancies that may arise.

Who needs ERISA compliance - WisconsinAFS:

01
Employers who offer employee benefit plans, such as pension plans, health insurance plans, or retirement plans, are generally required to comply with ERISA regulations.
02
Employees who participate in or benefit from these employee benefit plans are also directly impacted by ERISA compliance. They have the right to receive certain information about their plans and to have their benefits protected under ERISA guidelines.
03
Plan administrators and fiduciaries have a responsibility to ensure ERISA compliance and to act in the best interests of the plan participants. They may be held personally liable for any violations or breaches of ERISA regulations.
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ERISA compliance - wisconsinafs refers to following the regulations set by the Employee Retirement Income Security Act (ERISA) in the state of Wisconsin.
Employers that offer employee benefit plans such as health insurance, retirement plans, or profit-sharing plans are required to file ERISA compliance in Wisconsin.
ERISA compliance forms can be filled out electronically or on paper, and must include detailed information about the employee benefit plans being offered by the employer.
The purpose of ERISA compliance in Wisconsin is to protect the interests of employees participating in employee benefit plans by setting standards for reporting and fiduciary responsibilities.
ERISA compliance forms typically require information such as plan details, participant data, financial information, and compliance with regulations.
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