Event Info

September 20th

8:00 am - 9:00 am PDT
9:00 am - 10:00 am MDT


1 hour

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Program Overview

The Employee Retirement Income Security Act (ERISA) requires plan administrators (the people who run plans) to give plan participants in writing the most important facts they need to know about their retirement and health benefit plans including plan rules, financial information, and documents on the operation and management of the plan. These facts are communicated to plan participants using Summary Plan Descriptions, Wraps & SMMs. Join us as we examine these documents and your obligations to provide information to plan participants.