Keeping Up with Your Notices - Timing is Everything

Session Date: 
May 8th, 2017 - 1:00PM2:15PM

Track:

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.

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Martha Hutzelman Attorney, Law Office of Martha L Hutzelman, New Albany, OH 7, 43

Field of Study Legend

Accounting
Auditing
Behavioral Ethics
Business Management & Organization
Economics
Personal Development
Specialized Knowledge
Tax

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2