Summary of Material Modification (SMM)

ERISA § 102; 29 CFR § 2520.104b-3

Describes modifications to plan and changes to information required in the SPD. Updated SPD satisfies this.

ResponsibleMedical Carrier/TPA

Deliver ToParticipants; Beneficiaries receiving benefits

DeadlineWithin 210 days after end of plan year in which change adopted

Track this and 71 other federal requirements. Personalized to your plan.