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Retirement Plan Disclosures Are Hot Topic for ERISA Advisory Council
National Law Review 
May 4, 2018 "The Council offers four key recommendations: [1] 'Quick Reference Guide' in lieu of SPDs and SMMs.... [2] Simplified annual funding notice ... [3] [R]eplace the summary annual report with a half-page 'filing communication' informing participants how to access the plan's most recently-filed Form 5500.... [4] [A]llow plans to more easily deliver mandatory communications to participants and beneficiaries electronically." MORE >> |
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