This educational session will serve as a reminder of the key DOL Form 5500 filing requirements for H&W plans based on a calendar plan year. These filings are due on July 31, 2017. The webinar will also outline strategies for timely filing and how to take advantage of an available 2 1/2 month extension (DOL Form 5558) if necessary. The consequences of delinquent filing will also be reviewed.
Finally, the options for direct DOL filing as well as leveraging ABV's cloud-based data collection, exchange and transmittal process will be discussed.
Wednesday, June 7, 2017
1:00 p.m. ET / 10:00 a.m. PT
This webinar will cover the following:
- Quick review of H&W Plan filing requirements
- Automated procedures for filing assistance
- Handling delinquencies and late filings
Access Information
Where: WebEx Online
Meeting number: 196 385 588
Password: This meeting does not require a password.
Audio Connection
+1-415-655-0001 Call-in toll number (US/Canada)
Access code: 196 385 588
About the Presenters
Anne Vandeveer, President
Anne founded ABV nearly 18 years ago, and provides the strategic vision for growth as well as managing the three primary compliance service teams. Prior to starting the firm, she spent over 10 years working with several national benefits consulting and accounting firms including Mercer, PWC and BKD. Her knowledge base includes health & welfare plans as well as retirement plans, and specifically includes consulting with clients on DOL and qualified plan audits related to Form 5500.
David Vandeveer, CEBS, Director, Operations & Business Development
David leads ABV's new business development efforts and the operational aspects of technology and process innovation around efficient delivery of compliance solutions. Prior to joining ABV, David spend over 20 years in the benefits brokerage, HR consulting and HR enrollment technology firms at firms including Aetna, Aon and ADP. His knowledge base includes benefits brokerage and consulting as well as benefits enrollment technology applications.
For more information, visit the ABV Advisors, Benefits Compliance page on the UBA Wisdom Network.
