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ERISA Plan Documents and SPDs

For most plan sponsors, the Employee Retirement Income Security Act (ERISA) is the most significant law governing their employee health and welfare benefit plans. Two of the most basic requirements imposed by ERISA are that the plan has a written plan document and a Summary Plan Description (SPD). Complying with these requirements can, in some cases, pose challenges for plan sponsors and plan administrators.

In this webinar, we will cover:

  • The basics of ERISA
  • The written plan document requirement
  • The Summary Plan Description (SPD) requirement

We will also help answer the following questions:

  • What health and welfare plans are subject to ERISA?
  • What are the required documents under ERISA, and what information must those documents contain?
  • What are the distribution requirements for ERISA-required documents?
  • What are wrap documents, and how are they used to satisfy requirements under ERISA?

Attend & Earn 1.0 SHRM and HRCI Credit

Presented by the Brown & Brown Regulatory & Legislative Strategy Group.


DISCLAIMER: Brown & Brown, Inc. and all its affiliates, do not provide legal, regulatory or tax guidance, or advice. If legal advice counsel or representation is needed, the services of a legal professional should be sought. The information in this document is intended to provide a general overview of the topics and services contained herein. Brown & Brown, Inc. and all its affiliates, make no representation or warranty as to the accuracy or completeness of the document and undertakes no obligation to update or revise the document based upon new information or future changes.

Date & Time

October 19, 2023
11:00 am - 12:00 pm CDT