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Showing posts with the label Fiduciaries

Benefits Boost!

 ERISA: Over the Hill and Still Thriving Throughout 2024, we have honored ERISA's 50th year by highlighting the major concepts of this foundational federal benefits law in our Benefits Boost! series. To round out the year, we highlight our Boosts and Gallagher's ERISA resources to help you comply. Is your benefits subject to ERISA? Reiew our step-by-step too:  How to Determine if Your Benefits are Subject to ERISA. Learn to apply the ERISA exemptions properly in ERISA Exemptions: A "Payroll Practice" and ERISA Exemption #2: Voluntary Plan Safe Harbor. Participant disclosures  are the core of ERISA. Verify that you satisfy the requirements in Summarizing Delivery Deadlines. Participants have the right to request documents as well.  Stay in compliance with an often-overlooked plan obligation in The Dos and Dont's to Document Requests. Annual reporting is required and mistakes can be costly: EBSA Searching for Missed Form 5500s. Stay audit ready  with DOL Audits: S...