The Employee Retirement Income Security Act of 1974 (“ERISA”) is the statute that governs the non-tax aspects of the implementation and operation of an employee pension benefit plan (hereinafter “plan”), as defined in ERISA section 3(2). The Employee Benefits Security Administration (“EBSA”) division of the U.S. Department of Labor ("DOL") is tasked with the administration of ERISA.

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Read Frankin Templeton's whitepaper "US Department of Labor Proposes Sweeping Changes to Definition of Investment Advice Fiduciaryunder ERISA."

What is a Collective Investment Fund (CIF)? Application of ERISA to a CIF ERISA Fiduciary Protection CIFs as QDIAs Required Disclosures