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Home Events ERISA Plan Documents: What Employers Need To Know


Aug 09 2022

TimeEastern Time

2:00 pm - 3:00 pm

ERISA Plan Documents: What Employers Need To Know

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ERISA Plan Documents: What Employers Need to Know

The ERISA plan document requirements can be confusing for many employers. During this session, we will dig into the ERISA written plan document requirements and discuss the documents employers need to adopt and maintain to satisfy these seemingly complex regulations. We will also discuss how to distribute plan information to participants and beneficiaries in a clear, concise format and provide some best practices for compliance.

There is no cost to attend this event. Seats are limited to availability. Once registered, additional event details for the day of the event will be sent to you via email.

Join ClearPath for the next Clear60 event, as we provide best practices to help employers with ERISA Plan Documentation and answer the following questions:

Which employers must have ERISA plan documents?
• What information needs to be included?
• What are best practices for preparing and distributing plan documents?
• What are the pros and cons of having an ERISA wrap document?
• Who needs to have a cafeteria plan document?
• What information needs to be included in a cafeteria plan document?

This webinar event is approved by the Human Resource Certification Institute and the Society for Human Resource Management to qualify for 1 recertification credit hour.




United Benefit Advisors

As a UBA Partner, ClearPath Benefits leverages our national network of information-sharing, to tap into the experiences of more than 2,000 professionals for the benefit of our local employers.

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  • Carl Pilger
    Carl Pilger
    Of Counsel

    Carl Pilger is of counsel in the Atlanta office of Fisher Phillips and a member of the firm’s Employee Benefits Practice Group. He advises clients with respect to all aspects of employee benefits and executive compensation, with an emphasis on health and other welfare benefit plans, cafeteria plans, consumer-driven health care options, and employee wellness programs.

    He has extensive experience advising clients on the complexities of the Patient Protection and Affordable Care Act including challenging IRS shared responsibility payments. He also advises employers on compliance issues involving the Health Insurance Portability and Accountability Act (HIPAA) and various other federal and state benefits compliance matters.

    Carl joined the firm in its Atlanta office in 1994 and then rejoined the firm in 2021 following nearly a decade of educating and counseling clients on employee benefits compliance issues for two insurance brokerage firms. Prior to that, he practiced in the employee benefits groups at two full-service, regional law firms and served as in-house ERISA counsel for a national credit card processor.

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