--- title: Compliance Corner Session:  Fiduciary Duty and ERISA Plan Documents description: Join MZQ Consulting's session on ERISA compliance and fiduciary duties on May 20, 2025, to stay updated with the latest mental health parity rules. image: https://1652561.fs1.hubspotusercontent-na1.net/hubfs/1652561/203355497_m.jpg --- [Skip to content](https://www.auerbachandgussin.com/blog/compliance-corner-session-fiduciary-duty-and-erisa-plan-documents#main-content) [![Auerbach & Gussin](https://www.auerbachandgussin.com/hubfs/01507-Auerbach-Gussin-Logo-CC.png)](https://www.auerbachandgussin.com) - [Home](https://www.auerbachandgussin.com) - Services - [Health Insurance](https://www.auerbachandgussin.com/en/services) - [Your Medicare Guide](https://www.auerbachandgussin.com/auerbauch-gussin-your-guide-to-understanding-medicare-options) - [About](https://www.auerbachandgussin.com/about) - [Blog](https://www.auerbachandgussin.com/blog) - [Contact](https://www.auerbachandgussin.com/contact) # Compliance Corner Session:  Fiduciary Duty and ERISA Plan Documents   *[![MZQ_logo_2019_FINAL-01 copy 2](https://1652561.fs1.hubspotusercontent-na1.net/hub/1652561/hubfs/MZQ_logo_2019_FINAL-01%20copy%202.jpg?width=254&height=130&name=MZQ_logo_2019_FINAL-01%20copy%202.jpg)](https://www.mzqconsulting.com/)* ---   ![Geometric Image + Icon (5)](https://1652561.fs1.hubspotusercontent-na1.net/hub/1652561/hubfs/Geometric%20Image%20%2B%20Icon%20(5).png?width=139&height=139&name=Geometric%20Image%20%2B%20Icon%20(5).png)Join [Marissa Rufo](https://www.linkedin.com/in/marissa-rufo-15621272/), JD, MBA, MZQ Consulting, for the latest Compliance Corner!  When: Tuesday, May 20, 2025, 11:00 AM Pacific / 2:00 PM Eastern Where: [Zoom | Register here](https://us02web.zoom.us/meeting/register/WPfzMX0CTpK9ZaSL3wPNZQ#/registration)   --- ### Fiduciary duty and ERISA plan documents  Staying compliant with ERISA requirements is a vital part of maintaining your benefit plans and avoiding legal risks. In this session, we’ll dive into the essentials of ERISA compliance, starting with a brief overview of fiduciary duties under ERISA, followed by a high-level overview of ERISA plan documents and disclosures compliance. Get your notebooks and pens ready to take notes for this ERISA overview jam-packed with practical advice, strategy tips, and more! ### Who is MZQ Consulting?  MZQ Consulting is a boutique ACA and benefits compliance consultancy helping people navigate the complex world of employee benefits compliance through deep expertise and superb client service. ### Want to attend? [Save your seat by clicking here](https://us02web.zoom.us/meeting/register/WPfzMX0CTpK9ZaSL3wPNZQ#/registration).  Photo by [armmypicca](https://www.123rf.com/profile_armmypicca) ---   *© 2025 MZQ Consulting, LLC. All rights reserved. * *Content provided to [Q4intelligence](https://www.q4intel.com/?__hstc=45788219.1d9a8ab0a06056adc33695ae39912ab8.1710183672186.1710183672186.1710183672186.1&__hssc=45788219.1.1710183672186&__hsfp=3619869213) members by [MZQ Consulting, LLC](https://www.mzqconsulting.com/)* - - - - [mailto:?subject=Compliance%20Corner%20Session: %20Fiduciary%20Duty%20and%20ERISA%20Plan%20Documents&body=Compliance%20Corner%20Session: %20Fiduciary%20Duty%20and%20ERISA%20Plan%20Documents%20%20https://www.auerbachandgussin.com/blog/compliance-corner-session-fiduciary-duty-and-erisa-plan-documents](mailto:?subject=Compliance%20Corner%20Session: %20Fiduciary%20Duty%20and%20ERISA%20Plan%20Documents&body=Compliance%20Corner%20Session: %20Fiduciary%20Duty%20and%20ERISA%20Plan%20Documents%20%20https://www.auerbachandgussin.com/blog/compliance-corner-session-fiduciary-duty-and-erisa-plan-documents) [Next post](https://www.auerbachandgussin.com/blog/2026-limits-announced-for-hsas-hdhps-and-excepted-benefit-hras) [All posts](https://www.auerbachandgussin.com/blog) [Previous post](https://www.auerbachandgussin.com/blog/why-your-benefits-plan-needs-to-start-talking-about-money) ## View related posts #### [Compliance Corner Webinar:  Navigating the New Mental Health Parity Rules](https://www.auerbachandgussin.com/blog/compliance-corner-webinar-navigating-the-new-mental-health-parity-rules) #### [Webinar:  I’m a Health Plan Fiduciary . . . Now What?](https://www.auerbachandgussin.com/blog/webinar-im-a-health-plan-fiduciary-now-what) #### [Webinar:  Diving into the World of Mental Health Parity Compliance](https://www.auerbachandgussin.com/blog/webinar-diving-into-the-world-of-mental-health-parity-compliance) ![Auerbach & Gussin](https://www.auerbachandgussin.com/hubfs/01507-Auerbach-Gussin-Logo-WH-1.png) Auerbach & Gussin is an insurance agency specializing in group and individual health plans, disability, life, and long-term care insurance. We help businesses and individuals find the benefits and coverages that fit their needs. - Learn more - [Our services](https://www.auerbachandgussin.com/en/services) - [About us](https://www.auerbachandgussin.com/about) - [Privacy Policy](https://www.auerbachandgussin.com/-temporary-slug-762091f5-5854-404a-97e8-26d02917a97d) - Contact - Auerbach & Gussin 701 Palomar Airport Road #260 Carlsbad, CA, 92011 - [(858) 546-4101](tel:8585464101) - [info@auerbachandgussin.com](mailto:info@auerbachandgussin.com) © 2026 All rights reserved. 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