AKconsult Posted July 12, 2007 Posted July 12, 2007 How are employers/sponsors dealing with the PPA requirement to provide participants with a notice that describes the investment options available and fees if a distribution from the plan is deferred? Are they changing their 402(f) notices, adding something to the distribution form, etc? I haven't seen any firms really complying with this yet...
J Simmons Posted July 12, 2007 Posted July 12, 2007 We're adding a copy of the plan's written policy to comply with ERISA 404c to the package of documents sent to the distributee that includes elections and other notices. John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
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