ERISA Compliance Calendars | What They Are and How to Use Them

The employer roadmap for all things compliance.

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Published: 12.19.2023

Listen to industry updates on the go with our Beyond the Benefits podcast series.
In this episode, Colleen Patterson and Sara Simkins dive into one of Savoy’s most coveted compliance resources, ERISA Compliance Calendars.

• What are the ERISA Compliance Calendars?
• What are the key events and deadlines included—and how do they contribute to compliance?
• What are the different calendars available based on group size and plan type? 
• How can brokers utilize them to win business?
• How do I share these with my employer clients?

“If an employer is offering benefits, they have to be meeting the items that are outlined in the compliance calendar that is appropriate to them.”


To learn more about our ERISA Compliance Calendars and other employer resources, click HERE and a member of our team will be in touch.