S2-Ep19: ERISA SPD – What It Is and When You Need to Provide It

Compliance, Employee Benefits

Season 2 – Episode 19
What is an ERISA SPD – and when do I need to provide it? 

As a plan sponsor you are required to provide an SPD (Summary Plan Description) to your organization’s employee benefit plan participants and beneficiaries informing them of their rights and benefits in relation to the plan offerings. This refresher episode of Comply on the Fly can help you, as an employer plan sponsor, better understand your ERISA SPD obligations.


Listen Time: 5 min 40 sec

Please Note: This podcast and the contents herein do not constitute legal advice. Seek the advice of counsel for any benefit compliance related implementation guidance or strategy.

Season 2 of Comply on the Fly focuses on actual client questions, so send your compliance question to AskKarenB@m3ins.com and we’ll do our best to cover it in an upcoming episode!


Turn to M3 and Karen B. (Breitnauer) for quick and timely answers to the most common employee benefits compliance questions. 

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