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SAR - Information required to be given to participant


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Posted

A participant received and read the SAR and is now asking for all of the information they are entitled to.

What exactly is the plan required to give to the participant other than the 5500 excluding the Schedule SSA?

How frequently is it required to provide this participant with all of the requested information? (Participant is stating that it is required to provide quarterly.)

How long does the plan have to provide this information after the request has been submitted?

Thank you for any help.

  • 2 weeks later...
Posted

I need to find the exact section of ERISA that states what a participant is entitled to receive upon request.

The participant has already received the 5500, Schedule I, Schedule P, Schedule T, SAR. This participant is looking for more information - how much more by law are they entitled to?

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