Committee Education

ERISA/Compliance Workshop

We have developed a workshop in conjunction with a Portland ERISA attorney that educates plan trustees about the requirements and ramifications of ERISA.

Best Practices for Committees Workshop

This training session for trustees details the best practices for committee structure, including how best to formally document all processes for the file, historical information and archival procedures, and documentation for all decisions made regarding the plan.

Annual Year-end Compliance Update

In addition to sending alerts to our clients regarding any legal or regulatory changes that might impact the plan, a year-end update is compiled that lists all changes made to the plan to ensure its continued compliance with ERISA and the Department of Labor.

Fiduciary Education Website

The firm hosts a fiduciary education website for trustees to learn more about their liability and methods of reducing exposure: www.PlanToAct.com/fiduciary.