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Compliance

Pension Fund Trustee Elections Under ERISA: What Plan Administrators Need to Know

By Sarah Chen·April 8, 2026
ERISA (Employee Retirement Income Security Act) governs trustee elections for pension funds. Plan administrators who fail to meet ERISA's election requirements face significant fiduciary liability.

ERISA Trustee Election Requirements

ERISA requires that trustee elections be conducted in accordance with the plan documents and applicable law. Key requirements include secret ballot integrity, voter eligibility verification, weighted voting (if required by plan documents), and complete fiduciary documentation.

Weighted Voting

Many pension fund plan documents require weighted voting — where votes are weighted by contribution amount, years of service, or other criteria.

How Votem Supports ERISA Compliance

Votem's CastIron platform supports weighted voting, multi-seat elections, and produces a complete fiduciary documentation package for every election.

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