No Reason to Forget! DC Plan Periodic Notice Requirements

Plan sponsors use periodic notices to inform participants (and beneficiaries) of their rights, obligations, and benefits, and to provide other information regarding the plan in which they are eligible or in which they participate. While plan sponsors typically provide these notices on an annual basis, some notices are provided at different intervals, and forgetting them can create its own problems.

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Related Content

• Qualified Retirement Plan Notices Resource Kit
  Check-out this resource kit which sets forth notice requirements and notice templates across all qualified retirement plans, addressing periodic, plan event, and participant event occasions that a participant has to be provided information as a statutory requirement. 

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