Documentation Overview
ERISA Plan Documents & Form 5500
Documentation Overview
Start by listening to the audio cast and then continue with the content below.
Plan Document
- Establish Plan Terms
- No Distribution Requirement
Summary Plan Description
- Communicate Plan Terms to Participants
- Required Distribution to Participants
Summary of Material Modifications
- Communicate Plan Terms to Participants
- Required Distribution to Participants
Wrap Document
- Provide Required ERISA Content
- Wrap Multiple Benefit Plans Together
- Distribution May be Required Depending on Purpose