The start of the new year is the perfect time to ensure new clients’ ERISA compliance while also focusing on prospecting for additional business. What red flags should you be watching for in Plan Documents, 5500s, and NDT? Identifying potential issues early can prevent them from becoming major challenges. Stay ahead by joining our webinar to learn the essential steps to take.
Here are some of the highlights of what to expect:
Plan Docs
– What to do if there are missing benefits?
– What are the new mandates to include?
– Where to start if there is no Wrap Plan Doc?
– Are all participating employers included?
5500s:
– What to do if there are gaps in coverage?
– What is needed if there are missing benefits including Voluntary Benefits?
– Are there penalties for omitting the IQPA report for trusts?
– Are benefit codes consistently and correctly reported?
NDT:
– What causes a test failure?
– when was the plan tested last?
– Are you testing soon enough in the year to correct any failures?
Those who register will receive all supplemental materials, the recording, and a copy of the PowerPoint slides. Sign up here.