- Understanding ERISA Bonds🔍
- ERISA Information🔍
- 9.10 ERISA reporting requirements🔍
- Understanding the Form 5500 for Defined Contribution Plans🔍
- ERISA Plan Document and Summary Plan Description🔍
- Employee Retirement Income Security Act of 1974 [Public Law 93 ...🔍
- What Group Plan Sponsors Need to Know about ERISA🔍
- ERISA Compliance FAQs🔍
ERISA Plans – Determining Plan Name
Understanding ERISA Bonds - Insurance Training Center
When buying an ERISA bond, ensure that the bond clearly identifies the specific plan or plans as named insured so that, should a covered loss occur, the plan ...
ERISA: The current state of the standard of review
An ERISA “plan” itself is not an insurance policy. An ERISA plan, named by ERISA in full as an “employee welfare benefit plan,” is a program designed by an ...
401(k) plan administrator and sponsor duties | Human Interest
The four required players for defined contribution plan administration · 1. The plan sponsor · 2. ERISA 3(16) Plan Administrator · 3. Named ...
ERISA Information - Oklahoma Insurance Department
Many insurance companies contract as TPAs for self-funded health care plans. This can disguise the fact that your plan is self-funded. The administrator's name ...
9.10 ERISA reporting requirements - PwC Viewpoint
A report of an independent qualified public accountant. ERISA requires reporting on the pension plan rather than the pension trust fund because ...
Understanding the Form 5500 for Defined Contribution Plans - Fidelity
Preparing your Form 5500 is also a good time to do a checkup of your administrative responsibilities and retirement plan needs. For general tips, see our FAQ, ...
ERISA Plan Document and Summary Plan Description - SEC.gov
ERISA Plan Document and Summary Plan Description for the Pier 1 Imports, Inc. · NAME OF THE PLAN · NAME AND ADDRESS OF EMPLOYER AND PLAN ADMINISTRATOR · EMPLOYER ...
Employee Retirement Income Security Act of 1974 [Public Law 93 ...
Mergers and consolidations of plans or transfers of plan assets. Sec ... determining the ownership (direct or indirect) of profits and ...
What Group Plan Sponsors Need to Know about ERISA
plans, and plans sponsored by unions as well as employers. Q2: What types of welfare benefit plans does ERISA apply to? A2: ERISA applies to: • Health insurance ...
ERISA Compliance FAQs: What Is an ERISA Plan? - EHD Insurance
The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that sets minimum standards for employee benefit plans ...
SEP, MEP, OR PEP: IDENTIFYING THE KEY DIFFERENCES IN ...
The Employee Retirement Income Security Act of 1974 (ERISA) is the main law that governs retirement plans . Section. 3(16)(B)(i) of ERISA defines a “plan ...
The DOL's New “Economic Realities” Test to Determine Employee ...
... Determine Employee Status: ERISA Considerations for Benefit Plan Sponsors ... Retirement Plans. ERISA requires that retirement plans ...
ERISA - Harris County Medical Society
Plans that are self-insured are regulated by ERISA. With these plans, the employer is responsible for paying the employees' health claims and the health plan is ...
Subrogating Fully-Insured ERISA and Non-ERISA Employee ...
When we analyze health plans, we typically think of the plan in terms of whether it falls within the scope of ERISA or whether it falls outside the scope of ...
29 CFR Part 2550 -- Rules and Regulations for Fiduciary ... - eCFR
... Title I of ERISA and this section before deciding to retain the investment manager. ... {If the name of the provider of the individual retirement plan is known ...
ERISA fiduciaries, whether or not named, who breach their fiduciary duties, are personally liable for damages to the plan. They may also be ...
Appendix E - Employee Benefit Law - FDIC
[General] ERISA permits the named plan fiduciary the option of ... plan administrators of participating ERISA plans. See DOL ERISA Regulation ...
Extension of Certain Timeframes for Employee Benefit Plans ...
ERISA section 701, Code section 9801, 29 CFR 2590.701-6, 26 CFR 54.9801-6. Title X of the Consolidated Omnibus Budget Reconciliation Act of 1985 ...
ERISA 101: The United States' Hands-Off Approach to Regulating ...
Generally, these requirements aim to ensure that plans are administered appropriately—that is, consistent with the terms written in the plan ...
End of the COVID-19 National Emergency, ERISA Health Plan
The date within which claimants may file an appeal of an adverse benefit determination under the plan's claims procedure pursuant to 29 CFR ...