Everything Plan Sponsors Need to Stay Confident, Compliant, and in Control

If you’re a plan sponsor, HR professional, CFO, or fiduciary overseeing an employer-sponsored retirement plan, you already know the stakes are high — and the Department of Labor isn’t pulling any punches. The ERISA Starter Pack was designed specifically for professionals like you who want to avoid penalties, reduce risk, and gain clarity on their fiduciary obligations.

What’s Inside the ERISA Starter Pack?

Avoiding Costly Mistakes: 2025 DOL Maximum Penalties for ERISA Non-Compliance

Get a breakdown of the latest penalty structure — and learn how to steer clear of violations that could cost your organization thousands.

The A to Z of Fiduciary Compliance

A plain-English guide that walks you through the key concepts, best practices, and must-know responsibilities under ERISA — from “A” for Audit Triggers to “Z” for Zero-Tolerance Infractions.

ERISA Glossary for Plan Sponsors

Cut through the jargon. This easy-reference glossary ensures you never get tripped up by confusing terms again.

Frequently Asked Questions

Real answers to the most common — and most critical — questions plan sponsors are asking right now.

Who Should Download This Pack?

  • Plan sponsors who want a fast, reliable way to strengthen their fiduciary oversight.
  • CFOs, controllers, and HR leaders looking to protect their organization from non-compliance risks.
  • Advisors and consultants seeking simple tools to educate clients and stay informed.

  • New fiduciaries or team members who need a quick but thorough orientation.
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Why Download?

Because ERISA compliance isn’t optional — and ignorance isn’t a defense. This pack gives you:

  • Peace of mind — by helping you identify and fix red flags before they become fines
  • Time back — with simplified resources you can use immediately
  • Clarity and confidence — in knowing you’re meeting your obligations and protecting your plan