Understanding ERISA Plan Documents | Video Case Study
What they are, when they’re due and who is responsible.
Published: 11.13.2024
As we approach the 2025 plan year, it’s the perfect time to refresh yourself on essential ERISA plan documents and annual notices required for employer-sponsored health and welfare benefits.Tag along in our latest case study video as we follow Emily Employer on her compliance journey. You’ll learn the differences between the various ERISA plan documents, important deadlines, employer responsibilities and associated penalties.
- Section 125 Plan Document
- Summary Plan Description (SPD)
- Wrap Documents
- Plan Document
Stay on top of other important deadlines throughout the year.
Savoy Platinum Brokers have access to customize and download our 2025 ERISA Compliance Calendars.
📧 Contact us today to learn more about our broker resources.
