Jeff Strong of Sterling Administration offers a 360-degree ERISA overview. He explains what clients are asking of brokers, increased compliance under the ACA, penalties, required documents, as well as issues related to 401(k)s and group life insurance.
• “ERISA - What you need to know” PDF(Download here: https://tinyurl.com/wl26wdk)
• “Evergreen ERISA” PDF(Download here: https://tinyurl.com/qwr7gzw)
Topic ideas? Contact us at Intel@lisibroker.com.
