Plan Sponsor Basics: Participant Disclosures and Communications for Retirement Plans

May 23, 2012

On May 23, 2012, Morgan Lewis presented the fourth installment of our Plan Sponsor Basics webinar series, which considered the day-to-day issues that many plan sponsors face in the design and operation of their retirement plans.

This webinar focused on participant disclosures and communications for retirement plans. Topics included:

  • Summary plan descriptions and summaries of material modification
  • Required annual or other periodic notices (safe-harbor notices, QDIA notices, and benefit statements)
  • Event-driven notices (blackout, mapping, 204(h), plan termination)
  • Electronic disclosure issues and concerns
  • How to limit potential liability for "bad" communications

John G. Ferreira
Mark J. Simons