EPISODE · Jun 11, 2025 · 24 MIN
50. ERISA Essentials: What Every Employer Needs to Know
from MyHRBuzz
Are your benefit plan documents compliant with ERISA requirements? In this episode of the MyHRBuzz Podcast, host Chris Cooley sits down with Jay Rodney, CEO of RTO Benefits, to break down the essential documents employers need to stay compliant; from POP plans to WRAP documents and non-discrimination testing. They explore why so many businesses are unknowingly out of compliance and the penalties that can result. This episode offers practical guidance on how to meet your obligations and avoid costly mistakes! Timestamps: 1:20 - Common Compliance Gaps & Penalties 4:45 - Required Documents & Non-Discrimination Testing 8:20 - Document Content, Timing & Updates 11:15 - Distributing SPDs 13:25 - Which Plans Need Documentation? 14:45 - WRAP Documents & Form 5500 Simplification 18:00 - Filing/Audit Preparation 20:50 - Where to Find ERISA Compliance Support
What this episode covers
Are your benefit plan documents compliant with ERISA requirements? In this episode of the MyHRBuzz Podcast, host Chris Cooley sits down with Jay Rodney, CEO of RTO Benefits, to break down the essential documents employers need to stay compliant; from POP plans to WRAP documents and non-discrimination testing. They explore why so many businesses are unknowingly out of compliance and the penalties that can result. This episode offers practical guidance on how to meet your obligations and avoid costly mistakes! Timestamps: 1:20 - Common Compliance Gaps & Penalties 4:45 - Required Documents & Non-Discrimination Testing 8:20 - Document Content, Timing & Updates 11:15 - Distributing SPDs 13:25 - Which Plans Need Documentation? 14:45 - WRAP Documents & Form 5500 Simplification 18:00 - Filing/Audit Preparation 20:50 - Where to Find ERISA Compliance Support
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50. ERISA Essentials: What Every Employer Needs to Know
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