Demystifying the Basics of the Form 5500s
With a Bonus on Important Compliance Reminders and Tools for Q4
Date: Thursday, August 21, 2025, at 10:30 am PST
Q3 and Q4 are the busiest times of year for brokers. This webinar aims to help you build understanding without overwhelming you with too many details. We also wanted to give you important reminders to keep in check, as well as provide you with helpful tools. One of the biggest fears for a broker or Plan Sponsor is to say – What am I forgetting to do? What needs to be done? We wanted to provide you with key checklists to help keep track and alleviate this fear.
Some of the highlights to expect on the 5500s:
- What is the difference between the Plan Sponsor and Plan Administrator, and who signs the 5500?
- What is an ERISA Plan? Hint: It is more than just medical
- What is the difference between the ERISA Plan Year and the Policy Period?
- What is the difference between the Participants for the Form 5500 vs those for the Schedule A?
- When do you include a Schedule C, and when do you not?
- What happens if the carrier does not provide a Schedule A?
Highlights on the Reminders and Tools
As for the compliance reminders, we want to provide details on what to check for your Wrap Plan Documents, annual notices, and NDT Testing. For tools, we have valuable checklists for you to keep track of all the moving parts for the employee benefit plan.Those who register will receive all supplemental materials, the recording, and a copy of the PowerPoint slides.
Click here to register now!