Episode 39: ERISA Compliance Calendars | The Employer Roadmap for All Things Compliance
Update: 2023-10-10
Description
In this episode, Colleen Patterson and Sara Simkins dive into one of Savoy’s most coveted compliance resources, ERISA Compliance Calendars.
• What are the ERISA Compliance Calendars?
• What are the key events and deadlines included—and how do they contribute to compliance?
• What are the different calendars available based on group size and plan type?
• How can brokers utilize them to win business?
• How do I share these with my employer clients?
• What are the ERISA Compliance Calendars?
• What are the key events and deadlines included—and how do they contribute to compliance?
• What are the different calendars available based on group size and plan type?
• How can brokers utilize them to win business?
• How do I share these with my employer clients?
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