Erisa Telephone Seminars - Training Resources

Understanding Your Summary Plan Descriptions ...ERISA covered health and welfare plans are required to communicate the terms of the plan to participants in a summary plan description. The SPD is an important disclosure document that describes, in understandable terms, the rights, benefits and responsibilities of participants and beneficiaries in ERISA covered health and welfare benefit plans. The SPD must include important information  more...

Meeting Your Fiduciary Responsibilities Under ERISA ...e fiduciaries. You need to know when they might become an ERISA plan fiduciary. You must understand your legal obligations to plan participants and beneficiaries. This teleconference will provide you with an overview of the ERISA rules governing plan fiduciary conduct and the basic duties of a plan fiduciary. Human resource managers, benefits administrators, payroll managers, controllers,  more...

Current ERISA Fiduciary Issues for Financial Institutions ...ng been faced with difficult and complicated issues under ERISA's fiduciary rules. The current economic downturn has given rise to a new round of legislative and regulatory initiatives regarding ERISA's fiduciary rules and has more generally affected the manner in which ERISA may affect financial institutions. In addition, the regulatory environment continues to evolve, apart from any impact  more...

Internal ERISA Audits: Getting It Right Before the Government Shows Up nEmployee benefits plans are subject to a large number of requirements imposed by the Employee Retirement Income Security Act and by other laws such as the Internal Revenue Code. Failure to comply with these complex and ever-changing requirements could lead to substantial penalties or even the meltdown of the plan. This teleconference will highlight a number of these requirements and show you how  more...

401(k) Plan Costs Including Recent Update on Supreme Court Rule LaRue v. DeWolff, Boberg & Associates Inc. ...rstood element to this challenge is posed by the rigorous ERISA fiduciary laws - which can cost you plenty if you're not prepared! n nThis teleconference will provide a best practices review and overview of ERISA fiduciary concepts that impact the way your 401(k) plan is structured and operates, with a focus on fees and expenses, and the new class action lawsuits. You'll learn about the issues  more...

Understanding the COBRA Alternative Coverage Rules nThis teleconference is essential for company personnel who are involved with COBRA coverage and what can be done to reduce costs. In lieu of a company's traditional health plan, for COBRA purposes, the company is allowed to offer alternative health coverage although the procedure for doing so is quite complicated. n nDiscussed first is what constitutes the various forms of alternative health  more...