Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Fact Sheet on Final DOL Regs Improving Access to Multiemployer Retirement Plan Information (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] [Official Guidance] Feb. 26, 2010
Proposed regs were issued September 14, 2007. Excerpt: The regulation requires the administrator of a multiemployer pension plan, on the written request of any plan participant, beneficiary, employee representative (e.g., union), or any employer that has an obligation to contribute to the plan, to furnish copies of requested financial and actuarial reports of the plan. The documents that are required to be furnished are: * Periodic actuarial reports.* Quarterly, semi-annual, or annual financial reports. *Certain applications filed with the Secretary of the Treasury and related determinations (amortization extensions).
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