Overview of 5500 Reporting Requirements

With the 5500 reporting deadline approaching for calendar year plans, it is a good time to review the general reporting requirements and related considerations. During this webinar, we’ll cover both the regulatory and practical considerations for employers, such as the who, what, and where of the filing requirements and the importance of having an ERISA wrap document in place for multiple benefit plans.

Ben Graves, Senior Consultant, Benefit Comply, LLC

Ben Graves has been working in employee benefits for over 25 years. He provides consulting on various employee welfare benefit compliance issues including the Affordable Care Act, COBRA, HIPAA, ERISA, FMLA and other various benefit compliance requirements. He has developed numerous training programs and presented hundreds of employees benefit compliance seminars nationwide. Before joining Benefit Comply, he was the compliance director for a large national employee benefits brokerage firm.

Cheryl Minks, Senior Compliance Consultant, Benefit Comply, LLC

Cheryl is an experienced benefits professional with 20+ years managing service, compliance, and clinical support teams in small and large agencies. She frequently managed special projects, including M & A health and welfare due diligence, and served as the HIPAA Privacy and Security Officer. Cheryl was a core team member for a data analytics platform selection and implementation project and was instrumental in blending data analytics with clinical support services. Cheryl received her bachelor’s degree in Human Resource Management from Metropolitan State University.