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Dennis G.

notice to participant of distributable event

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Beyond the annual Certificate of Participation and the periodic Summary Plan Description is there any requirement to provide notice to a participant that they are eligible for a distribution from the plan?

Normally the distribution election forms and information are sent to the participant upon termination, retirement, etc. but if the terminated participant does not respond are you required each year to remind the terminated participant of his/her eligibility to receive there benefits?

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There isn't any requirement to do it. We normally prepare the forms when someone is eligible and follow up periodically.

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