Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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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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Compass
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DOL-Drafted Template for a Summary of Benefits and Coverage (SBC) (PDF)
U.S. Department of Labor [DOL] [Official Guidance] Apr. 23, 2013
Template use in providing ACA-required SBC, as authorized for the second year of applicability. (Also available in Microsoft Word format at http://www.dol.gov/ebsa/correctedsbctemplate2.doc)
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