ERISA Summary Plan Descriptions – Breaking It Down With Word & Brown Episode 002

Posted: April 1, 2019 by Paul Roberts

ERISA Summary Plan Descriptions (SPDs) – Learn the intent and the requirements of the ERISA Summary Plan Description: An abridged version of the ERISA plan document, written in a language employees can understand, that must be proactively given to all participants (employees) for all elected health plans under ERISA law.


More about the author:

Paul Roberts is our Compliance Manager, leading the General Agency’s dual-state Compliance team. Paul is a tenured veteran in our industry, carrying a long history of health insurance experience with an education in business management. He has worked nearly every operational role at the Word & Brown General Agency and plays a key role in keeping our brokers in-line with health insurance compliance. Paul can frequently be found at industry events across California and Nevada delivering CE courses, staying educated, and working directly with brokers. This gives him the best ability to innovate and improve Compliance resources to support the businesses and abilities of our brokers. Paul is passionately dedicated to education, diversity, and helping others. He is grateful for his opportunity to support brokers and employers and is committed to your success. Please connect with Paul on Linkedin!

Recent Articles