Retirement Plan Consultants
Hochheiser Deutsch & Co, Inc.
Loren D. Stark Company
Compass Retirement Consulting Group, Inc.
Trucker Huss, A Professional Corporation
Bates & Company
Carpenter Morse Group
ERISA Services, Inc.
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|Model Notices and Plan Sponsor Education on Lifetime Plan Participation|
The Brookings Institution
May 28, 2015
"In order to be effective, communications and notices to employees must have a consistent message that regularly appears throughout an employee's career. No single notice, no matter how effectively worded or how timely it is provided, will be as effective as a regular series of messages.... An effective participant education plan for lifetime plan participation and effective withdrawal options should have at least three separate parts ... These include effective information contained in the quarterly statement; notices at the time an employee leaves the plan due to a job change, and a pre-retirement education campaign."
|Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|