khn Posted October 10, 2013 Posted October 10, 2013 Is the explanation that a plan is 404© and the fiduciaries may be relieved of liability for any investment losses that the participants may occur required to be in the SPD, or can it go out in another communication?
GMK Posted October 10, 2013 Posted October 10, 2013 Initially, it can go out separately as an SMM. FWIW, I'd get it into the SPD promptly (so I don't have to keep track of extra papers to distribute to new participants).
austin3515 Posted October 10, 2013 Posted October 10, 2013 But it must be in the SMM/SPD, that is a requirement for 404c. Austin Powers, CPA, QPA, ERPA
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