Navigating ERISA Compliance: Essential Insights for Banks and Trust Companies

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Managing retirement plans comes with crucial ERISA obligations. Many banks and trust companies mistakenly believe ERISA doesn't apply to them, but this oversight can lead to serious compliance issues. In our latest video, learn how the Pension Resource Institute helps companies like yours master ERISA requirements:

• Does ERISA apply to you? (0:44)
• The ways PRI supports banks and trust companies (1:26)

Equip yourself with the expertise and resources you need to stay compliant and safeguard your client’s interests.

Watch the video and contact us to learn how PRI can assist you.