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A former podcast from Lockton’s ERISA Compliance Consulting team 

You’ve reached the home of ERISA is a Friend of Mine, an informal and informational podcast series that Lockton’s ERISA Compliance Consulting team produced from 2019 to 2022. Scroll down to view and listen to any of the podcast episodes. NOTE: These podcasts have not been updated since their publication dates.

For the latest information and content on ERISA and other employee benefits issues, click below to visit Lockton’s Compliance Consulting webpage, and to learn more about our services and Lockton People Solutions.


Dec 6, 2021

Lifestyle spending accounts, or LSAs, might be the new darling of employee benefit offerings, but this recent innovation is not without risk. Specifically, these employer-funded notional accounts, that can pay for everything from yoga classes to emergency car repairs, shouldn’t get too cozy with ERISA.

In this...

Nov 15, 2021

At the end of last year, Congress passed a piece of legislation that addressed, among other things, new broker and consultant disclosure requirements that affect all contracts entered into or renewed Dec. 27, 2021 or after. While some disclosures already happen, the new obligations are focused on getting more...

Nov 1, 2021

One of the most vexing aspects of benefit plan sponsorship and administration is hanging on to old records like enrollment forms, claim denials, plan documents, SPDs, ACA filings, etc. So when it comes to record retention, how long is long enough?

Ed and Scott welcome to the show their colleague, attorney Suzanne Bach,...

Oct 18, 2021

Poison – the rock band, not the substance – reminded us that every rose has its thorns, and that's certainly true when it comes to telemedicine. Telemed brings primary care and so much more, like substance use treatment and even physical therapy, into the virtual age. It offers unprecedented convenience to patients,...

Oct 4, 2021

Federal regulators seem to have little hesitancy in asking employer group health plan sponsors to do the near impossible. The near-impossible dream du jour requires employers to certify that their plans comply with mental health parity non-quantitative limitations, or NQTLs. In this episode, Scott and Ed welcome...