Podcast- ERISA Essentials: What Every Employer Needs to Know
Last Updated on June 11, 2025
Are your benefit plan documents compliant with ERISA requirements? In this episode of the MyHRBuzz Podcast, host Chris Cooley sits down with Jay Rodney, CEO of RTO Benefits, to break down the essential documents employers need to stay compliant; from POP plans to WRAP documents and non-discrimination testing. They explore why so many businesses are unknowingly out of compliance and the penalties that can result. This episode offers practical guidance on how to meet your obligations and avoid costly mistakes!
Timestamps:
- 1:20 – Common Compliance Gaps & Penalties
- 4:45 – Required Documents & Non-Discrimination Testing
- 8:20 – Document Content, Timing & Updates
- 11:15 – Distributing SPDs
- 13:25 – Which Plans Need Documentation?
- 14:45 – WRAP Documents & Form 5500 Simplification
- 18:00 – Filing/Audit Preparation
- 20:50 – Where to Find ERISA Compliance Support
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