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View More American Bar Association Section of Real Property, Trust and Estate Law Webcasts and Conferences

ERISA Basics Part I: For Employees ERISA Plans - Advising Participants and Beneficiaries About Their Rights and Responsibilities

American Bar Association Section of Real Property, Trust and Estate Law

July 18, 2017
Recorded Online

Practitioners often have clients or potential clients who are participants or beneficiaries in an ERISA-covered plan and are seeking information regarding the plan.  

This program will cover:

  • Common acronyms that ERISA practitioners use;
  • What disclosures must be provided to participants and beneficiaries without a request being made;
  • What must be provided upon request;
  • What does not have to be provided; and
  • Whether any of this information available from the Department of Labor, the Internal Revenue Service,  or the Pension Benefit Guaranty Corporation.

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