Form 5500 for Welfare Plans

FIS Relius Education

Most Form 5500 seminars focus on completing the Form 5500 for retirement plans. Welfare plan practitioners need a 5500 presentation that focuses on their unique issues and FIS Relius Education delivers.

This two-part Web seminar reviews the Form 5500 in detail for those issues relevant to welfare plans. It ignores retirement plans entirely and focuses the entire 200 minutes on welfare plans. The speaker goes line-by-line through the 5500 and all the supporting schedules a welfare plan might need and gives you the information you need to know. He pays particular attention to wrap plans and identifying participants, and will also address the new MEWA questions.

Topics include:

• Funded vs. unfunded plans
  
• Small vs. large plans
  
• Self-insured plans
  
• Schedule C reporting
  
• New welfare plan questions
  
• Changes to the 5500 and schedules
  
• Wrap plans
  
• Due dates; extension requests
  
• Forms 5500 and 5500-SF
  
• Schedules A, C, D, G, H, and I; all the schedules a welfare plan might file
  
• Late filing
  
• Small MEWA
  
• Welfare plan participants
  
• Answers to your questions

More Information, How to Register