100% satisfaction guarantee Immediately available after payment Both online and in PDF No strings attached
logo-home
CPFA 1 Study Guide. $10.49   Add to cart

Exam (elaborations)

CPFA 1 Study Guide.

 10 views  0 purchase
  • Course
  • CPFA - Certified Public Finance Administrator
  • Institution
  • CPFA - Certified Public Finance Administrator

Employee Retirement Income Security Act (ERISA) - Established 1974 ERISA was passed to establish - A set of federally-regulated provisions with the primary purpose of protecting participants and beneficiaries ERISA had the important function of - Pre-empting the pa...

[Show more]

Preview 1 out of 3  pages

  • August 7, 2023
  • 3
  • 2023/2024
  • Exam (elaborations)
  • Questions & answers
  • CPFA - Certified Public Finance Administrator
  • CPFA - Certified Public Finance Administrator
avatar-seller
academicmaster
CPFA 1 Study Guide
Employee Retirement Income Security Act (ERISA) - ✔ Established 1974
ERISA was passed to establish - ✔ A set of federally-regulated provisions with the primary purpose of protecting participants and beneficiaries
ERISA had the important function of - ✔ Pre-empting the patchwork of state fiduciary laws
Before ERISA - ✔ Workers had no legal rights to their benefits
Before ERISA benefits were - ✔ Seen as a reward for those who were loyal to a company their entire career
ERISA established when an employee - ✔ Is allowed to participate in a plan
How long an employee be required to wait before being entitled to benefits
How much & how often an employer must contribute to the plan
What information about the plan must be disclosed to participants Rules of conduct for those administering the plan and it assets
Avenues for enforcing qualified plan rules
ERISA provisions are overseen by - ✔ DOL & IRS
ERISA established two important concepts -

The benefits of buying summaries with Stuvia:

Guaranteed quality through customer reviews

Guaranteed quality through customer reviews

Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.

Quick and easy check-out

Quick and easy check-out

You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.

Focus on what matters

Focus on what matters

Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!

Frequently asked questions

What do I get when I buy this document?

You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.

Satisfaction guarantee: how does it work?

Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.

Who am I buying these notes from?

Stuvia is a marketplace, so you are not buying this document from us, but from seller academicmaster. Stuvia facilitates payment to the seller.

Will I be stuck with a subscription?

No, you only buy these notes for $10.49. You're not tied to anything after your purchase.

Can Stuvia be trusted?

4.6 stars on Google & Trustpilot (+1000 reviews)

67866 documents were sold in the last 30 days

Founded in 2010, the go-to place to buy study notes for 14 years now

Start selling
$10.49
  • (0)
  Add to cart