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Posted

Plan with about 700 participants had a 404a5 disclosure go to participants and has since realized that some information was incorrect. The plan has managed models and in the performance section the Since Inception date was incorrect, the performance was correct.

What would corrective action need to be? Re-mail to everyone? Email to active employee's and mail to termed?

Posted

What would corrective action need to be? Re-mail to everyone? Email to active employee's and mail to termed?

Are you following the strict DOL procedures as to whom e-mail can be sent?

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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