Certificate in ERISA Compliance


Required Courses

ERISA logo

This course covers the structure, enforcement of, and plan requirements set by the Employee Retirement Income Security Act of 1974 (ERISA). The course also examines the types of plans covered under ERISA, fiduciary responsibility, plan funding, reporting and disclosure requirements, and the Pension Benefit Guaranty Corporation (PBGC).

Fiduciary Responsibility logo

Fiduciary Responsibility For ERISA Plans 
ERISA introduced the concept of fiduciary responsibility for those overseeing and dealing with private employee benefit plans. This course is designed to identify benefit plan fiduciaries, their roles, and their duties. Breach of fiduciary duty can lead to personal fines and lawsuits. Plan sponsors and trustees are at risk of being audited by the U.S. Department of Labor (DOL) or Internal Revenue Service (IRS), paying fines or being sued by plan participants. This course is designed to help fiduciaries understand and carry out their responsibilities faithfully.

Elective Courses

Take one elective course to earn the certificate, but get access to all three and complete the remaining two courses if/when you want.

Introduction to Group Health Plans logo

Introduction to Group Health Plans
How health care plans are designed and administered can play a key role in attracting and retaining your employees. Having trained staff who can effectively answer health care and group benefit plan questions is essential. This course is designed to provide you with a solid introduction to the basic issues of group health medical benefits.

Overview of Retirement Plans logo

Overview of Retirement Plans
Plan sponsors have many options when designing a retirement plan. Learn about the history and objectives of retirement plans, income sources in retirement, the role of plan sponsors, different plan structures available and how to educate employees. This course will also review Internal Revenue Code (IRC) and ERISA requirements that retirement plans must meet to qualify for tax advantages. 

Retirement Plan Investments and Vendor Management logo

Retirement Plan Investments and Vendor Management
Meet all the key players involved in designing, administering and growing a retirement plan. Review the unique responsibilities of plan sponsors, trustees, fiduciaries, retirement plan committees, investment consultants and managers, actuaries, recordkeepers and third-party administrators (TPAs), and learn how to manage relationships with each of these groups.

Registration Information

Save with member pricing! Member Nonmember
$714 $1,071


In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

View our system requirements for more details.