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If employee benefits compliance doesn't sound fun to you, then you haven't listened to ERISA is a friend of minea podcast hosted by the Compliance Services professionals from Lockton. Join hosts Edward Fensholt, J.D., director of Compliance Services, and Scott Behrens, J.D., director of Government Relations, to learn the intricacies of the Employee Retirement Income Security Act (ERISA) and other employee benefits laws, one hilarious topic at a time. 


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Mar 14, 2022

If ERISA compliance were as easy as baking a cake, the establishment of a plan document would be an essential step in the recipe before it goes in the oven. Plan documents are critical to permit proper administration of the plan and, thusly, keep employers out of trouble. In this episode, Ed and Scott welcome back their colleague, and former Department of Labor national office attorney, Suzanne Bach, and address:

  • What is a plan document and why is it important?
  • Can a plan “document” be comprised of multiple documents?
  • Can a plan document double as a summary plan description?
  • When it comes to asking stupid questions, should Ed or Scott really be the judge?
  • What’s the difference between a healthcare plan, a cafeteria plan, and a wrap plan?