Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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ERISA's Participant Benefit Statement Requirements: Current Rules Under PPA'06 and a Suggested Blueprint for Future Interpretations (PDF)
Prof. Kathryn Kennedy of the John Marshall Law School Dec. 7, 2007
25 pages. Excerpt: [T]his article explains the new requirements in light of prior proposed regulations (issued under prior law) and the recent [DOL] field assistance bulletin, and then provides a suggested blueprint for change that hopefully will result in meaningful disclosure to participants and beneficiaries without unduly burdening plan administrators.
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