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How to Use Wrap Documents: Meet Form 5500 Filing Requirements Under ERISA and Avoid Compliance Mishaps - On-Demand

How to Use Wrap Documents: Meet Form 5500 Filing Requirements Under ERISA & Avoid Compliance Mishaps - On-Demand

Product Code: YEWA101217D

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How to Use Wrap Documents: Meet Form 5500 Filing Requirements Under ERISA and Avoid Compliance Mishaps - On-Demand

Webinar now available On-Demand.


WEBINAR SNAPSHOT: Learn how to properly use wrap documents to meet Form 5500 filing requirements under ERISA and avoid compliance mishaps.



Chances are the information you receive from your group health and welfare plan provider doesn’t include all the language required for company filings under the Employee Retirement Income Security Act (ERISA). It’s up to you to ensure that you have the proper “wrap” documents to meet the Form 5500 requirements. Otherwise, you could be liable for penalties of up to $1,100 per day per benefit plan option.

Employers have countless questions about wrap documents, such as:

  • What is a wrap document, anyway?
  • How can a wrap document be used?
  • And, what must the wrap document include?


These are three of the most common questions that come up, and we’ve got answers to these and more during an all-new on-demand webinar.

Our presenter, a skilled employee benefits attorney, will explain the real-life application of the wrap document and the top compliance tripwires to avoid. You’ll learn the ins and outs of how to ensure that your company is properly using wrap documents to meet Form 5500 filing requirements under ERISA.

Plus, you’ll learn:

  • The benefits of using a wrap document, including the penalties it could help you avoid for ERISA, IRS, and COBRA noncompliance
  • How the Affordable Care Act changed the regulatory landscape with respect to summary plan descriptions (SPDs)— and why it matters 
  • The types of organizations most likely to use wrap documents 
  • Essential information that the wrap document should include—and who should receive it 
  • Proper uses of the wrap document 
  • Best practices for satisfying ERISA SPD and other disclosure requirements 
  • COBRA issues that should be considered when using a wrap document 
  • A sample of a completed wrap document that meets the legal mark, so you’ll have a clear understanding of the do’s and don’ts for drafting your company’s wrap document 


Don’t miss this all-new on-demand webinar that will teach you how to properly use wrap documents to meet Form 5500 filing requirements under ERISA and how to avoid compliance mishaps when using wrap documents! 

About Your Presenter:

Steven C. MindySteven C. Mindy
Senior Associate
Alston & Bird

Steven Mindy is a senior associate in the Washington D.C. office of Alston Bird, where he focuses his practice on employee benefits and ERISA litigation related to health and welfare benefits. He also focuses on privacy and security laws and regulations that impact benefit plans. Mr. Mindy works extensively on issues related to wellness programs, health savings accounts (HSAs), flexible spending accounts (FSAs), and transportation fringe benefits, including the laws applicable to plans and their service providers when using new technology like mobile devices, apps, and wearables. He has extensive experience with HIPAA’s privacy and security requirements. He frequently helps HIPAA covered entities comply with breach and security incident notification requirements under HIPAA and other privacy laws. He also assists HIPAA covered entities and business associates respond to audits and investigations by federal and state agencies that regulate data privacy and security. Mr. Mindy also has extensive experience with ERISA’s plan asset rules, trust requirements, and prohibited transaction exemptions. He frequently advises on issues related to multiple employer welfare arrangements (MEWAs), voluntary employee beneficiary associations (VEBAs), and multiemployer plans. He also advises financial institutions, insurance companies, and nonbank trustees on HSA matters, including compliance with the Department of Labor’s fiduciary rule. Mr. Mindy uses his prior experience as a federal law enforcement officer to assist clients with criminal and civil investigations.

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