EPISODE · Jul 5, 2023 · 48 MIN
What Advisors Should Know about ERISA
from Driving with Dickerson Insurance Services · host Dickerson Insurance Services
Are you ready for a DOL audit? Are you ready for an employee lawsuit over benefits? Are you ready for a merger? All these things can happen, and all of them mean that you need to be prepared in advance. How do you prepare? Take this course and learn all about ERISA. This program will lay a foundation for compliance by explaining what ERISA is, how it applies to your health and welfare benefit plans, and what obligations it places on employers. You will learn what documents you must have, whether you have to translate them, and how to distribute them (in compliance with the law). The program will also feature a discussion of pitfalls, compliance tips, and best practices. Course No. 389234
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What Advisors Should Know about ERISA
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