Employer Services & Compliance Webinar Series | ERISA Compliance 101: Form 5500

Wednesday, May 15, 2019   

Date: Wednesday, May 15, 2019
Time: 9:30AM – 10:30AM

Are you required to file a Health and Welfare Form 5500? 
While most plan sponsors are already familiar with the Form 5500 filing requirements for a retirement plan, we often find that many have not considered the need to file a Form 5500 for their health and welfare plans. Tough penalties for Form 5500 failures make careful compliance a must for plan sponsors and advisors.


  • Identify plans that are required to file a Form 5500
  • Determine the filing due date
  • Remedy delinquent filings with the use of the Delinquent Filer Voluntary Compliance Program (DFVCP)
  • Understand the significant changes proposed for Form 5500
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