Don’t Let Your Clients Risk Costly ERISA Fines

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Published: 04.14.2025

Virtually every business of every group size in the U.S. is required to be compliant with ERISA.

Help your clients stay ahead of compliance requirements and avoid penalties with Savoy’s ERISA Marketing Toolkit—a comprehensive resource designed to educate employers and simplify compliance.

Our toolkit includes educational one-pagers and guides on:

✅ ERISA Overview
✅ Summary Plan Description (SPD)
✅ Section 125
✅ Form 5500
✅ Compliance Checklist
✅ Notices & Descriptions
 

Getting started is easy!

1. Visit our Broker Marketing Portal
2. Choose Legislative News, Compliance & Education from the dropdown menu
3. Customize and download resources from the ERISA Toolkit

[Access Your Toolkit Now]

Extra Support for You and Your Clients

We can help you offer a step-by-step course of action customized for each employer and provide assistance with document drafting and preparation for Form 5500s.

Contact our team of experts today to learn more.

✨Additional resources

• ERISA Plan Documents | What they Are, When They’re Due and Who is Responsible
• ERISA Compliance Calendars | What They Are and How to Use Them

📧 Contact us.

To learn more about ERISA and our broker resources, contact our Employer Services and Compliance team today.