Join Holmes Murphy’s compliance experts Lance Lankford and Michelle Ohlde for a practical, easy to follow walkthrough of today’s ERISA plan document and distribution requirements. As regulatory expectations continue to tighten, employers face growing pressure to ensure their plan materials are accurate, compliant, and delivered properly to participants.

During this session, Lance and Michelle will break down:

• What ERISA actually requires when it comes to plan documents, SPDs, SBCs, and required notices
• Who must receive specific documents – and when
• The rules around electronic vs. paper distribution
• Common employer pitfalls and how to avoid them
• Best practices to reduce risk and streamline compliance

Whether you’re new to ERISA or need a 2026 refresh, this webinar will equip you with the clarity and confidence to keep your plans compliant and your organization protected.