2024 ERISA Compliance | The Who, What, Where, Why, and How 

2024 Erisa Compliance

With the 50th anniversary of ERISA upon us, our Compliance VP, Matthew LoPorto is set to guide you through its requirements and dive into how plan sponsors can stay true to their ERISA fiduciary duties.

Join Relation Insurance Services for our upcoming webinar, where we will be kicking off this year’s compliance series!

Matt will be covering topics, like: 

  • The must-knows of the ERISA Wrap Document.
  • ​​​​​​Break down the essentials of both the Plan Document and Summary Plan Description.
  • ​Walk you through when and how you can send these key documents electronically to your team.
  • Provide insights on the Summary of Material Modification.
  • Tackle the Section 125 Plan Document.
  • ​​​​​Provide insight from what we learned at the Council for Insurance Agents and Brokers’ Legislative Summit where our Compliance and Legal teams got to chat with Congress about the future of employee benefits.

Relation will be hosting the webinar on The Who, What, Where, Why, and How of ERISA Compliance on:

Wednesday, March 13, 2024
2:00 PM – 3:00 PM EST 

To make sure you’re on top of your employee benefits game and in sync with compliance, don’t miss out – save your seat today!

About The Speakers

Matthew LoPorto
Vice President, Compliance at Relation Insurance
Matthew LoPorto is the VP of Compliance for Relation’s employee benefits team. Matt leads a team that provides compliance support to ensure our groups are meeting federal and state requirements applicable to benefit plans. One of Matt’s responsibilities also includes monitoring newly proposed and enacted legislation at the State and Federal level to make sure that our teams are better prepared for the ever-changing regulatory landscape of insurance and employee benefits. Matt has over 10 years of experience in the insurance and group benefits industry with a focus on regulatory compliance and is a member of several industry advocacy groups including the Legal Counsel Working Group of the Council of Insurance Agents and Brokers. Matthew graduated as an evening student from Brooklyn Law School.