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SIE: Trading & Settlement
SIE practice questionhardERISA

The Employee Retirement Income Security Act (ERISA) applies to which of the following?

  1. AIndividual retirement accounts (IRAs)
  2. BGovernment pension plans
  3. CSocial Security benefits
  4. DPrivate employer-sponsored retirement plans such as 401(k) plans✓ Correct answer
Explanation

Why DPrivate employer-sponsored retirement plans such as 401(k) plans

ERISA (1974) sets minimum standards for private employer-sponsored retirement plans, including 401(k) plans, pension plans, and profit-sharing plans. It establishes fiduciary standards, reporting requirements, and participant protections. ERISA does NOT cover government plans (A), church plans, or IRAs (C). Social Security (D) is a federal program, not a private retirement plan. ERISA is enforced by the Department of Labor and the IRS.

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