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50th Anniversary of ERISA

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Celebrating 50 years of ERISA Protecting

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.

Blogs

Articles

Webcasts

DOL Developments and Updates

Unveiled in April 2024, the new Retirement Security Rule will require all advisors who are working with retirement savings options—including 401(k) retirement plans, qualified plan rollovers and annuities—to follow a fiduciary standard. What does this mean and how is it impacting fiduciaries? This webcast will also discuss the DOL’s proposal relating to SECURE 2.0 Act’s lost and found database and proposed rules relating to auto-portability.

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E-Learning

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).

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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.

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Videos

Conferences

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.

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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.

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Podcasts

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