ERISA Compliance Checklist for Employers · 1. Plan Documentation · 2. Summary Plan Descriptions (SPDs): · 3. Fiduciary Responsibilities: · 4. Why Should You Work With EZ Compliance Revenue Consultants?
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Following a checklist can make achieving compliance with Employee Retirement Income Security Act of 1974 (ERISA) requirements much less burdensome. What Key Dates in September 2024 Does HR Need to Know? Check out this recording of our June 4, 2014 broker series webinar hosted by PrimePay's Steve Jackson, VP Strategic Planning
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When it comes to managing retirement plans, the relationship between advisors and Third-Party Administrators (TPAs) is crucial.