Share, Share, Share!

June 3, 2013 at 7:07 pm Leave a comment

If you sponsor a retirement plan, do you share your plan document with all affected parties?  Does payroll know what compensation to use for contributions?  Do your vendors know what you are using?  Are enrollment provisions being followed?  Are participants receiving Summary Plan Descriptions?

As we are approaching the second half of the year, it is a good time to remind businesses to ensure that retirement plan’s document provisions need to be shared.  Effective organizations share information, and benefit plans are no exception.

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Fixing that 403b Plan ERPA’s ?!

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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

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