Plan Sponsor Basics: Participant Disclosures and Communications for Retirement Plans

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

Panelists:
John G. Ferreira
Mark J. Simons