For the last several years our Demystifying series has focused on building and strengthening your understanding of the basic levels of ERISA compliance.
This training will take you to the next level. You already know what a Wrap Plan Document is and the components for the Form 5500. Now you will be able to learn the various attributes to confidently handle more questions from your clients. Our goal is to give you the tools to handle roadblocks that come from uncertainty.
During our one-hour session, you will learn:
- Why you cannot backdate a Wrap Plan Document
- What to do if you have multiple EINs for a client
- What is a Multiple Employer, a Multi-Employer, and a MEWA
- Do you report Stop Loss? Level-funding?
- When do you report with a Schedule C?
- What are the latest DOL letters being issued out and why?
Bonus:Â We are bringing in as a guest speaker, a representative from ChannelBound/ACAPrime, to go over key details on RxDC reporting requirements as well as highlight the fast-approaching ACA reporting requirement.
Webinar Details:
- Date: September 12th
- Time: 10:30am PST to 11:30am PST
- 15-minute Q&A to follow
- There is no charge for this webinar or the supplemental materials
Click here to enroll. All attendees will receive a copy of the slides, the recording of the presentation, and a summary of the Q&A asked during the presentation.