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Introduction to ERISA Compliance

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sandi burns
(HR Compliance at AFCU) | Jul 25, 2018

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Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  4:42PREVIEW: Introduction to ERISA Compliance
The ERISA Plan
  What is an ERISA Plan?7:08
  ERISA Requirements and Exemption 9:24
  The Plan Document10:02
  Summary Plan Description (SPD)8:26
  Distribution4:54
CONCLUSION
  Checklist and Summary9:17
SUPPORTING MATERIALS
  Slides: ERISA CompliancePDF
  ERISA Compliance Glossary/IndexPDF
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam