Friday, March 23, 2012

Webinar on 5500 filing review

Senn Dunn invites you to participate in an Assurex Global webinar on April 26 from 3:00 to 4:30 PM EST.

Reserve your seat now at:

It’s the time of year when many employers with calendar year plans must file their 5500s.  While the requirement has been around for years, employers still have many questions regarding the filing rules.  This session will focus on health and welfare plan 5500 filing requirements (we will not be addressing retirement plans in this webinar).  We will review the basic filing requirements, but will also address typical areas of confusion and employer questions including:
  • Should you design your plans to file a single 5500 or separate ones for each benefit?
  • Why do some employers needlessly include Schedule C information with their welfare plan 5500?
  • Why are short plan years so dangerous?
  • What to do if you have made a mistake in filing a 5500
  • How to take advantage of the Delinquent Filer Voluntary Compliance Program (DFVCP) if an employer has not filed all required 5500s
    Please note: times for AG webinars vary and are listed for the Eastern time zone.
Presented by: Fritz Hewelt, Principal Consultant, Benefit Comply, LLC 
Fred W. (“Fritz”) Hewelt brings over thirty years of experience to his clients, assisting them with a broad range of issues related to the evaluation and remediation of employee benefit and human resource compliance challenges.  Fritz has also assisted numerous clients with welfare benefit plan due diligence in merger and acquisition situations.  Fritz holds a BS in Business Administration from Elmhurst College, Elmhurst, Illinois.  He also has earned designation as a Chartered Life Underwriter (CLU), a Certified Employee Benefits Specialist (CEBS) and a Fellow, Life Management Institute (FLMI).

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