Participants are on a Need to Know Basis…and They Need to Know Written by SPSAdmin on February 20, 2010. Posted in 2010, Newsletter. In this issue: Introduction Notices Required for all DC Plans Summary Plan Description (SPD) and Summary of Material Modification (SMM) Summary Annual Report (SAR) Participant Benefit Statement Beneficiary Designation Forms Fee Disclosure Provision-Specific Notices Automatic Enrollment Notice Safe Harbor Notice Investment Disclosures Qualified Default Investment Alternative (QDIA) Notice Diversification of Employer Securities 404(c) Disclosure Event-Driven Notices Distribution Notices Participant Loans Blackout Notice It’s Not Easy Being Green Conclusion Continue reading
