PLUGGED IN – What's an ERISA Account?

ERISA accounts, sometimes referred to as ERISA "budgets," have gained increased prominence in recent months as part of a renewed focus on 401(k) plan fees and expenses.

The accounts – which can facilitate the use of revenues generated by the plan to offset certain plan expenses – are not a new concept, nor is their design to be found anywhere in the Employee Retirement Income Security Act. But it seems fair to say that the opportunities behind the concept have only just begun to be fully exploited.

On May 15, PLANSPONSOR’s Plugged In series featured an informative webcast on the subject – with Nevin Adams , Editor in Chief of PLANSPONSOR , and Mark Davis , from KDS Advisors, along with special guests

Jason K. Bortz of law firm Davis & Harman

Pete Swisher , Vice President and Senior Institutional Consultant, Unified Trust Company

A recording of the Plugged In webcast is online  HERE


A copy of the slides that accompanied the Plugged in web cast is  HERE

You can check out the recordings of previous ‘Plugged In” Web casts at