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ERISA Notices

For Administrators and Employees


What are the requirements for a Summary Plan Description (SPD)?

The summary plan description, or SPD, provides participants and beneficiaries with information on the coverage and operation of the plan, including key participation dates, how ... Learn more

What are the requirements for plan documents?

Plan Documents include any documents under which the plan is established or operated such as Summary Plan Descriptions and any Summaries of Material Modifications. These must be... Learn more

What is a Summary Annual Report?

To comply with their ERISA requirements, all plan administrators are required to provide, in writing, a summary annual report that includes the most important facts participants... Learn more

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