Thursday, May 17, 2012
 

 

               

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"Wrap" Documents for 
Welfare Plans

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  Tuesday, July 12, 2011 - 2 p.m. ET / 11 a.m. PT - COMPLETED
 
 

Welfare plans that are subject to ERISA must be set forth in a written plan document, and participants must be provided a plain-language written summary of the plan that meets the regulatory requirements for a Summary Plan Description (SPD).  In addition, welfare plans with over 100 participants must generally file a Form 5500 annual report each year.

In this webinar, we will review how plan sponsors can use one or more "wrap" documents to both (i) satisfy the "written plan document" requirement for their welfare benefit plans, and (ii) reduce the number of Form 5500 annual reports they must prepare and file each year.  We will also discuss how existing insurance certificates, plan summaries, and benefit descriptions can be "wrapped" with the information they need to qualify as an SPD under ERISA.

 
"The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit."
Presenters:
 

Robert A. Browning, Partner
Spencer Fane Britt & Browne LLP


Robert joined Spencer Fane in January 2008 as a Partner in the Employee Benefits Group. Robert received his juris doctor at the University of Houston Law Center where he was Associate Editor of the Houston Law Review and a member of the Order of the Coif and Order of the Barons. Prior to joining Spencer Fane, Robert was a Shareholder in the Employee Benefits and Executive Compensation Group at Polsinelli Shalton Flanigan Suelthaus PC in Kansas City, Missouri. Prior to 1999, Robert was Senior Counsel in the Law Division of The Variable Annuity Life Insurance Company (VALIC) in Houston, Texas. He began his legal career in 1990 with the law firm of Liddell, Sapp, Zively, Hill & LaBoon in Houston, Texas.

   
 

 

Melissa R. Hinkle, Senior Benefits Analyst
Spencer Fane Britt & Browne LLP


Melissa, a Senior Benefits Analyst, has been a member of the firm's Employee Benefits Group for 22 years. She is a Certified Employee Benefits Specialist (CEBS), a Retirement Plans Associate (RPA), and a Group Benefits Associate (GBA). Melissa is a member of the International Society of Certified Employee Benefit Specialists (ISCEBS) and the Kansas City Chapter of the ISCEBS.

 


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This series is brought to you by United Benefit Advisors -- a member-owned alliance of more than 140 premier independent benefit advisory firms and one of the nation's five largest employee benefits advisory organizations -- and Spencer Fane Britt & Browne LLP, with offices throughout the Midwest and more than a century of experience providing legal counsel.

 


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