Webinar: ERISA Welfare Plans: It's a wrap!

September 24, 2020
12:00 PM - 1:00 PM
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The Kansas City Chapter of ISCEBS is hosting the webinar "ERISA Welfare Plans: It’s a wrap!".   

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.

You are invited to join the webinar at no cost to you.

Speaker: Robert (Rob) Browning, Partner, Spencer Fane

Robert (Rob) Browning joined Spencer Fane in January 2008 as a Partner in the Employee Benefits Group. Rob 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. Before receiving his law degree, Rob was an optometrist and an associate professor at the University of Houston College of Optometry for more than 10 years.


Professional Development Credits available by attending this session:

Qualifies for 1 CEBS continuing professional education (CPE) credit