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ERISA: The Employee Retirement Income Security Act of 1974

1819-010 09/13/2018
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ERISA: The Employee Retirement Income Security Act of 1974

What is ERISA, what plans does it cover and what plans are not subject to ERISA. Plan document requirements. Summary plan description. Summary of material modification. IRS form 5500. Participant’s notifications and disclosures. Record return. Complaints, violations and penalties. Audit examination process. Best practices.

Sponsored by: Comité Evaluación Plan Médico

Instructional Delivery Method: Group Live

P. R. Field of Study: Taxes 0.50 & General 3.50

Pre-requisite: None

Advance Preparation: None

Level: Basic

Date: September 13, 2018

Registration: 12:45pm - 1:30pm                          Seminar: 1:30pm - 5:30pm

Instructor: Rosa M. Méndez Santoni, Esq., Special Counsel, Silva-Cofresí, Manzano & Padró, LLC

Place: Colegio de CPA, Capital Center Building I, PH-2, Hato Rey

Materials: This course will be paperless and the materials will be distributed electronically.  Once you enroll in the course you can access and download them through "Mi Perfil", on the Colegio’s website, within the 12 working hours prior to the start of the course, until midnight of the course’s date. Electronic devices may be brought to the classroom to access the downloaded materials.

Electronic evaluation: Once you have registered your entry to this educational activity, you can quickly and easily access and complete the evaluation through "Mi Perfil". On our website "Home" page you will find detailed instructions for completing the form.

Notice: The Colegio de CPA reserves the right to substitute instructors and suspend a course due to insufficient enrollment or other causes beyond our control. We reserve the right to refuse admission. Space is limited. Registration is subject to the available slots. The tuition price for CPA applies to those who at the time of registration do not owe debts to the Colegio.


General 3.50
Tax 0.50

Precio General
$ 68.00