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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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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A Practical Guide to the 401(k) Participant Disclosure Requirements (PDF)
WoltersKluwer Company via Winston & Strawn LLP [Guidance Overview] Oct. 14, 2011 This column ... is intended to serve as a practical guide, or a checklist, for plan administrators as they prepare for compliance with the regulations. The first part will be a brief, high-level overviewof the regulations. Then, for each of the two major categories of disclosure under the regulations, plan-related information and investment-related information, there is a chart setting forth (1) what information is required to be disclosed, (2) by when and how often the information must be provided, and (3) in what form or document may the information may be provided. |
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