Title I of ERISA

Session Date: 
May 8th, 2017 - 1:00PM2:15PM


This session will provide an overview of ERISA that addresses issues which plan auditors, as well as plan sponsors and tax practitioners, need to be familiar to ensure plan compliance.

Attendees will:

  • Receive a brief history of ERISA and an overview of the four titles of ERISA Understand specific provisions of ERISA Title I that affect employee benefit plans Learn what auditors look for to ensure employee benefit plan compliance with ERISA
  • Walk away with techniques auditors can use to find answers to their questions regarding ERISA

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Deborah Packer J.D., Director, PricewaterhouseCoopers LLP, New York, NY 4, 102
Thomas Swain FSA, EA, FCA, MAAA, Principal/Consulting Actuary , BPS&M, LLC , Brentwood, TN 4

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2