Employee Retirement Income Security Act (ERISA)

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

Upon completion of this course, you should understand: 

  • who must be covered under an ERISA the Plan, 
  • how long a person has to work to be entitled to benefits under an ERISA Plan, 
  • how much must be set aside each year to pay future pensions in an ERISA Plan, and
  • fiduciary standards outlined in ERISA. 

Designed For

Registered Representatives, Investment Advisers, and Supervisors
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