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Employee Benefit Plans Conference 2017


EBP1707 - Keeping Up with Your Notices - Timing is Everything


May 8, 2017 1:00pm ‐ May 8, 2017 2:15pm

Standard: $49.00

Description

This session will review retirement plan participant notice requirements, including due dates, content and delivery (electronic versus paper) options. Notices discussed will include summary plan descriptions (SPDs), investment notices, annual compliance notices and distribution notices.

Attendees will learn:

  • Plan notice due dates, content, delivery options
  • Requirements for SPD, investment notices, annual compliance notices and distribution notices
  • Requirements for electronic versus paper communications will be discussed.

Speaker(s):

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