401(k) Plan Prospectus

[Guest Mel Kiper Jr.]

The S-8 rules require that the 401(k) plan prospectus contain financial data (ie rate of return) for each investment option in the plan for each of the past three years in a table (or other meaninful presentation) for the each of the past three years.

Someone advised they incorporate this info into the prospectus from each fund prospectus . I think this won't satisfy the rule since it is not in a table or other meaningful presentation.

Agree?

[Guest ERISA in-house]

Mel - did you ever receive a response to your post? I'd like to know what you concluded.