ERISA deadlines

NaeNae55

Does anyone know where there is a chart of the different deadlines required by ERISA? Isn't the deadline for issueing material changes, for instance, different from an SPD for a new type of plan? How can I find out what these deadlines are?

Please help!

Nae

Nevada HR

You might find what you're looking for at [url]www.tiaa-cref.org/administator/plan_admin/erisa/erisa_2a.html[/url].

Nevada HR

After I posted I tried the link, but it didn't take me where I was before. I just typed "ERISA deadlines" on my msn search engine and got several hits. Maybe that will work better for you.

NaeNae55

I went to the website and it had several good pieces of information on filing deadlines. However, it didn't say anything about SPD's or material modifications. Does anyone know what they are, or where I can find them?

Nae

AJ SPHR

I get all my deadlines from my TPA (PFG). Try contacting your TPA.

E Wart

Are you talking about your "Retirement Plan"/401k? If so, yes not only should your provider remind you when you have to distribute the annual letters, but normally will either help you write one or give you a template. Also, your internal auditor should also help provide this information (or at least review it before distributed.)
E Wart