ERISA Compliance for Health & Welfare Plans: The Short Course

Clear-eyed guidance on the special ERISA issues facing health and welfare plans is hard to find—especially for new recruits to benefits. Fill the void with this overview of ERISA compliance for welfare plans.

Booklets are available for bulk orders of 50 or more per title.

Order by Phone:

(800) 431-9025, option 1 – 2

Based on the Short Course section of our comprehensive ERISA Compliance manual, this booklet focuses on the basics—for new recruits and seasoned hands alike. We cover the major compliance rules, including SPDs, Form 5500s, and new claims procedure rules. We show you how the rules work by applying them to Zipco, our hypothetical employer, and its array of real-world fringe benefits. Detailed coverage of the subject matter is found in our full-length ERISA Compliance for Health & Welfare Plans reference manual.


This booklet explains in brief and basic terms:

  • What is ERISA?
  • ERISA Key Requirements
  • Plan Documents
  • ERISA Fiduciaries
  • ERISA Bonding Requirements
  • Summary Plan Descriptions
  • Other Disclosures to Participants and Beneficiaries
  • Annual Form 5500 Reporting
  • Recordkeeping
  • When Does an ERISA Plan Have “Plan Assets”?
  • Exclusive Benefit and Trust Rules
  • and much more!

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Booklet Pricing

QuantityPrice per Booklet
201 +$10

Please allow 2 weeks to print and ship your order after we receive your payment.

Return Policy: All sales must be prepaid, and are final and nonrefundable.

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