alexa Posted July 18, 2020 Share Posted July 18, 2020 Can a severance plan be included as part of a H&W wrap plan document We currently have a separate severance plan document but are restating our H&W plan as a wrap plan we would like to avoid additional Final 5500 filing for the severance plan each year Thx Link to comment Share on other sites More sharing options...
Luke Bailey Posted July 20, 2020 Share Posted July 20, 2020 I think so. Would include "4I" for plan characteristics code in welfare plan list on page 1. Since most severance is unfunded, you might not want to combine if your H&W plan is funded and requires an audit. Luke Bailey Senior Counsel Clark Hill PLC 214-651-4572 (O) | LBailey@clarkhill.com 2600 Dallas Parkway Suite 600 Frisco, TX 75034 Link to comment Share on other sites More sharing options...
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