Understanding ERISA in 2025 for Plan Sponsors

Brief overview of ERISA’s purpose and why it’s crucial for plan sponsors

Key deadlines and milestones for plan sponsors in 2025 and beyond

Overview of fiduciary duties and liability protections for plan sponsors

Understanding fiduciary duties and liability protection through Section 404(c)

How plan sponsors can protect themselves with fiduciary liability insurance

Managing ERISA accounts prudently and maintaining compliance

Brief overview of ERISA’s purpose and why it’s crucial for plan sponsors

Reporting and disclosure obligations for non-ERISA plans

Overview of recent ERISA amendments that led to increased investments in alternative assets

Understanding fee disclosure requirements for ERISA and non-ERISA plans

Recommendations on annuities and QDIAs in defined contribution plans

Best practices for managing asset transfers between frozen and active ERISA plans

Exploring the role of stable value funds in ERISA plans and how recent complaints highlight legal concerns for plan sponsors

Current litigation trends and the importance of Section 104 disclosures

Maintaining non-ERISA status for 403(b) plans

Exploring potential future changes to ERISA compliance

The guidance provides additional clarity on which part-time employees can be excluded from contributing to a plan