Notice & DisclosureRecurring
Plan Documents (available on request)
ERISA § 104; 29 CFR § 2520.104b-1(b)
Must provide copies of SPD, Form 5500, trust agreement, and other plan documents upon written request.
ResponsibleClient/Other TPA (compliance TPA)
Deliver ToParticipants; Beneficiaries
DeadlineWithin 30 days of written request; copies available at principal office
Get Your Compliance Calendar →
Track this and 71 other federal requirements. Personalized to your plan.