S1-Ep 40: ERISA & Summary Annual Reports

July 19, 2022

Compliance, Employee Benefits

Director of Employee Benefits Compliance
Senior Compliance Attorney

Episode 40:
What is a SAR and what do I do with it?

ERISA (Employee Retirement Income Security Act) requires benefit plan sponsors to file an annual report with the Department of Labor. This episode of Comply on the Fly reviews the Summary Annual Report (SAR), which is generated by Form 5500 filings, and offers guidelines around delivering the report to your plan participants.

Listen Time: 3 min 58 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.}

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