Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Senior Retirement Plan Administrator

Envoy Financial
(Colorado Springs CO / Hybrid)

Envoy Financial logo

Defined Benefit Consultant/Enrolled Actuary

Pension Plan Specialists, PC
(Vancouver WA)

Pension Plan Specialists, PC logo

401(k) Retirement Plan Consultant


Aboon logo

Retirement Plan Administrator

CMC Pension Professionals

CMC Pension Professionals logo

Manager of DC/DB Administration Team

Small TPA Firm
(Remote / NJ)

Regional Sales Director (West)

July Business Services

July Business Services logo

Defined Contribution Retirement Plan Senior Administrator

First American Bank
(Elk Grove Village IL / Hybrid)

First American Bank logo

Retirement Plan Consultant

July Business Services
(Remote / Woodway TX)

July Business Services logo

AVP and Assistant General Counsel, Employee Benefits

(New York NY / Whippany NJ / Cary NC / Hybrid)

MetLife logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
and Podcasts
  >  Upcoming   |   Recorded
(In-Person or Virtual)
  >  Upcoming   |   Grouped by Location
All   >  Upcoming   |   Grouped by Sponsor

View More ASC Webinars, Podcasts and Conferences

Participant Disclosures and Notices


Aug. 8, 2024
2:00 p.m. ET

Plan administrators must give employees certain written information about their retirement plans. Some of this information must be provided regularly and automatically. Other kinds of information must be available upon written request. It can be overwhelming! Congress, IRS and DOL recognize the burden plan administrators have in complying with all of the participant notices and disclosures and are attempting to simplify and consolidate them.

Join John Griffin, J.D., LL.M., as he discusses the numerous participant notices and disclosures plan administrators must provide, the ability to use electronic media to deliver notices and disclosures and efforts to consolidate and simply the notice and disclosure requirements.

The following topics will be covered during the webcast:

  • IRS notices
    • Safe harbor 401(k) notice
    • Automatic enrollment notice
    • QDRO notice
    • Distribution, including rollover, notices
    • QJSA and QPSA notices
    • Suspension of benefits notice
    • Other notices
  • DOL disclosures
    • Summary plan description
    • Summary of material modifications
    • Summary annual report
    • Plan documents
    • Participant fee disclosures
    • ERISA 204(h) Notice
    • Periodic benefit statements
    • Other disclosures
  • Requirements for using electronic media
  • Efforts to simplify and consolidate notices and disclosures

More Information, How to Register

© 2024, Inc.