Section 1: ERISA Overview
Cory Jorbin, Chief Compliance Officer, HUB West Region, gives an overview of the Employee Retirement Income Security Act (ERISA) of 1974, the Federal Law that governs health and welfare benefit plans sponsored by employers.Learn More
Section 2: What is an ERISA plan?
Jack McStravock, Chief Compliance Officer, HUB Central Region, covers what plans are subject to ERISA, what plans are exempt, and what entities are relevant to a plan.Learn More
Section 3: What does an ERISA plan need?
Carrie Cherveny, Esq. HUB’s SVP, Strategic Client Solutions and Risk, covers the specific requirements of ERISA plans in regard to plan or wrap documents, summary plan description (SPDs), the form 5500 and other notices that may be required.Learn More
Section 4: What are my duties with an ERISA plan?
Dennis Fiszer, Senior Vice President & Chief Compliance Officer provides an overview of what fiduciary duties employers face as well as best practices for administrators of benefit plans.Learn More