K-t-F Posted June 23, 2004 Posted June 23, 2004 Anyone have an example of a One Page Summary to give to the EEs for an upcoming meeting? One page, not the SPD. Something to quickly outline the plans provisions... Vesting, cont formula, eligibility Thanks! Its not easy being green
david rigby Posted June 23, 2004 Posted June 23, 2004 How about bullet points of eligibility, contribution, vesting (oh, you just said that), tax savings, investment options. Each of these will / should generate more discussion. 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.
K-t-F Posted June 23, 2004 Author Posted June 23, 2004 I was looking for something more like a shortend version of the SPD. Something to give to the EEs to quickly provide the basic provisions of the plan... I read about one somewhere, just can't put my finger on it. Almost like a SMM form. Its not easy being green
Alan Simpson Posted June 23, 2004 Posted June 23, 2004 E-mail me and I will provide you with a one page (double sided) document that I believe fits what you want.
ljr Posted June 24, 2004 Posted June 24, 2004 You probably read about the Corbel prototype documents package. The SPD includes a two page quick questions and answers piece. I think Corbel's Web site is www.Corbel.com and you can contact them.
Guest AnnieP Posted June 24, 2004 Posted June 24, 2004 I have a one-pager that I could send to you. E-mail me: apillsbury@benstrat.com
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