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December 19, 2023

Annual Notice Season


In PLANSPONSOR’s “Annual Notice Season,” authored by benefits and executive compensation partners Summer Conley, Michael Rosenbaum and Heather Bader, the authors list documents that should and must be reviewed. 

The documents included in their list are: 401(k)/401(m) safe harbor notice, automatic contribution arrangement notice, qualified default investment alternative notice, 404a-5 notice, summary annual report and notices for unenrolled participants.

In the articles, the authors mention, “While many annual notices are prepared and distributed by a plan service provider, that does not mean they should not be reviewed. In fact, too often we see the same notice duplicated year after year without being updated, despite legal and plan changes.”

The full article is available to PLANSPONSOR subscribers.

Full Article

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