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Managing a successful retirement plan requires the right tools, insights, and guidance.

Our Plan Sponsor Resources provide valuable materials to help you navigate your fiduciary responsibilities, optimize plan performance, and support your employees' financial well-being. Explore our library of downloadable White Papers, PDFs, Guides, and expert insights designed to simplify plan management and keep you informed on the latest industry trends.

Check Out Our Recent White Papers from the ERISA Team

Plan Sponsor Checklist

Is your retirement plan staying competitive, compliant, and aligned with your workforce goals?

Our Checklist is designed to help plan sponsors, HR leaders, and fiduciaries quickly evaluate the most critical aspects of their company’s retirement plan.

Whether you're preparing for year-end audits, benchmarking your 401(k) fees, or just want to ensure your participants are on track, this checklist offers a quick way to follow up.

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Plan Sponsor Checklist