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Plan Sponsor Best Practices: Disclosures and Notices
Watkins Ross 
Sept. 2, 2025 "[1] Understand regulatory requirements ... [2] Provide clear, concise, understandable notices ... [3] Use multiple delivery methods ... [4] Stay ahead of deadlines ... [5] Maintain records of notices ... [6] Be transparent about fees and investments ... [7] Provide relevant information at key times ... [8] Make notices accessible to all participants ... [9] Promote financial education ... [10] Review and update notices regularly ... [11] Ensure a user-friendly format ... [12] Seek professional guidance as needed." MORE >> |
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