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Is the plan sponsor required to retain old Summary Plan Descriptions?


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Guest mo again
Posted

A participant has requested a copy of the Summary Plan Description that was in effect for the 1988 (yes, 12 years ago!) plan year. The sponsor no longer has it. What obligation is the sponsor under to retain and/or provide an old Summary Plan Description? The participant has also requested (unsuccessfully) a copy of the SPD directly from the DOL.

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