50th Anniversary of ERISA
This year marks the 50th Anniversary of the ERISA—The resources below celebrate this landmark legislation and all that has been achieved for plan participants and the employee benefits industry as we consider what the future holds.
70th Annual Employee Benefits Conference
What you know can make a big difference in what you do. Expand your learning and rewrite what it means to be an exceptional trustee or administrator at the 70th Annual Employee Benefits Conference. With 10 tracks representing over 120 sessions, this is the only event you’ll gain knowledge from those who truly understand your day-to-day challenges.
Washington Legislative Update
Discover the key issues and players that are driving legislative and regulatory initiatives that impact your plans and plan participants. Walk away with actionable takeaways to keep your plan in compliance and strategically plan for the future. Engage with experts, insiders and your fellow peers as you learn best practices, solutions and the latest issues that will be at the forefront of this year’s election.
ERISA
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 for ERISA Plans
The Employer Retirement Income Security Act of 1974 (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.
Articles
- Going Above and Beyond: ERISA Disclosure (Benefits Magazine, January/February 2024)
- The Who, When and Why of Independent Fiduciaries (Benefits Magazine, May/June 2023)
- DOL Retirement Plan Investigations: Nine Key Areas (Benefits Magazine, July/August 2022)
- ERISA Erosion? (Benefits Quarterly, Second Quarter 2016)
- Twenty-Fifth Anniversary Reflections on ERISA (Benefits Quarterly, Fourth Quarter 1999)
- ERISA After 25 Years: A Framework for Evaluating Pension Reform (Benefits Quarterly, Fourth Quarter 1999)
- Fifteen Years of ERISA: It Wasn't Love at First Sight (Employee Benefits Digest, July 1989)
Quick Links
- History of EBSA and ERISA [DOL]
- FAQs About Retirement Plans and ERISA [DOL]
- Understanding Your Fiduciary Responsibilities Under a Group Health Plan [DOL]
- ERISA: 40 Years Later [Journal of Accountancy]
Videos
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