Overview
The Employee Retirement Income Security Act of 1974 (ERISA) was enacted to protect participants and beneficiaries in private-sector employee benefit plans. Employee benefit plans are pension plans (providing retirement benefits) or welfare benefit plans (providing other employee benefits such as health and disability benefits). This course discusses pension plans and the ERISA standards that must be met by employers.
Learning Objectives
- identify who must be covered under an ERISA Plan
- determine the required work duration for benefit entitlement under an ERISA Plan
- calculate the annual funding needed for future pensions in an ERISA Plan
- understand the fiduciary standards outlined in ERISA
Designed For
Registered Representatives, Investment Advisers, and Supervisors
Find this course for your license:
License or Certification
Regulator
Type