Did you know…?
Failure to provide ERISA SPD and Health Care Reform notice disclosures to
employees could cost an Employer $110 per day per employee for each day an
employer plan sponsor fails to provide to employees.
Jannsen + Company, S.C.
Invites you to attend
ERISA & Health Care Reform Seminar
Presented by Carolyn McNairy, Sales Development Director of Compliance Services, TASC - Carolyn
brings over 33 years of experience in compliance and the employee benefits industry. Carolyn is also a
member of Employers Council on Flexible Compensation (ECFC) with a designation as a Certified
Flexible Compensation Instructor (CFCI).
When: Tuesday, October 23, 2012
10 am to 11:30 am
Where: Jannsen Center
W239 N3490 Pewaukee Road
Pewaukee, WI 53072
Topics to be covered:
 This Seminar will cover a number of critical issues; identify minimum reporting, disclosure
requirements, and the impact of non-compliance of ERISA.
 What is ERISA?
 Who must abide by ERISA?
 What does ERISA regulate?
 Employers Subject to ERISA
 Definition of Welfare Benefit Plans
 Exemptions
 Key ERISA Requirements
 Who is responsible for furnishing Summary Plan Description (SPD)
 Disclosure to Participants & Beneficiaries
 Annual 5500 Reporting
Space is limited. Reserve your spot today.
RSVP by Thursday, October 18th
to Ann Mazer at (262) 513-9292 or email
marketing@jannsen.com
W239 N3490 Pewaukee Rd. Suite 200 Pewaukee, WI 53072 (262) 513-9292 fax (262) 513-9282 www.jannsen.com
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory Services offered through 1st
Global Advisors, Inc.