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Notification to Vested Terminated Employee in DB Plan

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I've been in the habit of sending a letter to vested terminated employees, very soon after they leave, informing them of their vested pension amount, etc etc. So I'm certain I haven't been late on any of them.

Question is: How is late defined? Can I 'batch' these and do them all once per year and not be late? What are, or where can I find, the rules?


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I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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