Jim Chad Posted June 16, 2015 Posted June 16, 2015 Every year we are required to send a list of assets to Participants. It is supposed to have a Diversification notice attached. My question is, "Is there a requirement to have any plan provisions on this notice?"
Bird Posted June 16, 2015 Posted June 16, 2015 You mean the statements for which the DOL was required to provide samples within 1 year? Still waiting... If you are talking about a non-participant directed account, the diversification notice is not required. In any event I see nothing about plan provisions being required. Ed Snyder
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