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Google Keyword Rankings for : when is a summary plan description required
1
Plan Information | U.S. Department of Labor
https://www.dol.gov/general/topic/health-plans/planinformation
The summary plan description is an important document that tells participants what the plan provides and how it operates. It provides information on when an ...
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https://www.dol.gov/general/topic/health-plans/planinformation
The summary plan description is an important document that tells participants what the plan provides and how it operates. It provides information on when an ...
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2
Summary Plan Description Definition - Investopedia
https://www.investopedia.com/terms/s/summary-plan-description.asp
A Summary Plan Description is a document that employers must give to employees in retirement plans or health benefit plans covered by ERISA.
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https://www.investopedia.com/terms/s/summary-plan-description.asp
A Summary Plan Description is a document that employers must give to employees in retirement plans or health benefit plans covered by ERISA.
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3
What Is a Summary Plan Description? - BambooHR
https://www.bamboohr.com/hr-glossary/summary-plan-description/
Summary Plan Description: A written document required to be distributed to plan participants regarding information about the benefits plan. This document covers ...
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https://www.bamboohr.com/hr-glossary/summary-plan-description/
Summary Plan Description: A written document required to be distributed to plan participants regarding information about the benefits plan. This document covers ...
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4
Summary Plan Descriptions for a 401k - 401khelpcenter.com
http://www.401khelpcenter.com/401k_education/SPD.html
For newly created plans, an SPD must be distributed to participants and beneficiaries within 120 days after the plan is first instituted. Additionally, a plan ...
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http://www.401khelpcenter.com/401k_education/SPD.html
For newly created plans, an SPD must be distributed to participants and beneficiaries within 120 days after the plan is first instituted. Additionally, a plan ...
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5
What to Know about the Summary Plan Description - Ascensus
https://thelink.ascensus.com/articles/2021/5/19/what-to-know-about-the-summary-plan-description
A summary plan description (SPD) is a comprehensive document given to retirement plan participants and beneficiaries that outlines the ...
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https://thelink.ascensus.com/articles/2021/5/19/what-to-know-about-the-summary-plan-description
A summary plan description (SPD) is a comprehensive document given to retirement plan participants and beneficiaries that outlines the ...
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6
What is the difference between a plan document and ... - SHRM
https://www.shrm.org/resourcesandtools/tools-and-samples/hr-qa/pages/whatsthediffbetweenplandocsandasummaryplandescription.aspx
The summary plan description (SPD) is simply a summary of the plan document required to be written in such a way that the participants of the benefits plan ...
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https://www.shrm.org/resourcesandtools/tools-and-samples/hr-qa/pages/whatsthediffbetweenplandocsandasummaryplandescription.aspx
The summary plan description (SPD) is simply a summary of the plan document required to be written in such a way that the participants of the benefits plan ...
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7
29 CFR § 2520.102-3 - Contents of summary plan description.
https://www.law.cornell.edu/cfr/text/29/2520.102-3
The summary plan description shall identify any insurance company, trust fund, or any other institution, organization, or entity which maintains a fund on ...
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https://www.law.cornell.edu/cfr/text/29/2520.102-3
The summary plan description shall identify any insurance company, trust fund, or any other institution, organization, or entity which maintains a fund on ...
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8
Summary Plan Description - ComplianceDashboard
https://complianceadministrators.com/summary-plan-description/
With plan enrollment materials or within 90 days of coverage. · Upon request by a plan participant or person entitled to receive an SPD. · An updated SPD must be ...
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https://complianceadministrators.com/summary-plan-description/
With plan enrollment materials or within 90 days of coverage. · Upon request by a plan participant or person entitled to receive an SPD. · An updated SPD must be ...
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9
How to draft your first summary plan description (SPD)
https://www.peoplekeep.com/blog/how-to-draft-your-first-summary-plan-description-spd
For first-time HRAs, you must deliver the SPD within 120 days of establishing the plan. For newly eligible participants in an existing HRA, you ...
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https://www.peoplekeep.com/blog/how-to-draft-your-first-summary-plan-description-spd
For first-time HRAs, you must deliver the SPD within 120 days of establishing the plan. For newly eligible participants in an existing HRA, you ...
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10
401(k) Summary Plan Description: Basics, Requirements, and ...
https://blog.forusall.com/401k-summary-plan-description/
The Summary of Material Modifications (SMM) is a short document specifically for reporting any change in the plan that materially affects the ...
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https://blog.forusall.com/401k-summary-plan-description/
The Summary of Material Modifications (SMM) is a short document specifically for reporting any change in the plan that materially affects the ...
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11
ERISA Delivery Requirements for Summary Plan Documents
https://www.lumity.com/erisa-delivery-requirements-for-summary-plan-documents
Administrators of employee benefits plans that are subject to the Employee Retirement Income Security Act of 1974 (ERISA) are required to provide a summary ...
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https://www.lumity.com/erisa-delivery-requirements-for-summary-plan-documents
Administrators of employee benefits plans that are subject to the Employee Retirement Income Security Act of 1974 (ERISA) are required to provide a summary ...
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12
When Must Summary Plan Descriptions and ... - Boutwell Fay
https://www.boutwellfay.com/post/when-must-summary-plan-descriptions-and-summaries-of-material-modifications-be-distributed
Note that a material modification that will be effective upon the beginning of the next plan year is not required to be given within this time ...
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https://www.boutwellfay.com/post/when-must-summary-plan-descriptions-and-summaries-of-material-modifications-be-distributed
Note that a material modification that will be effective upon the beginning of the next plan year is not required to be given within this time ...
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13
What Is a 401k Summary Plan Description (SDP)? - Beagle
https://meetbeagle.com/resources/post/what-is-a-401-k-summary-plan-description-spd
A Summary Plan Description outlines the rules and features of a 401(k) plan, protecting both the employer and the plan's administrator. If the company doesn't ...
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https://meetbeagle.com/resources/post/what-is-a-401-k-summary-plan-description-spd
A Summary Plan Description outlines the rules and features of a 401(k) plan, protecting both the employer and the plan's administrator. If the company doesn't ...
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14
Qualified Retirement Plan Sponsors: Don't Forget About ...
https://www.morganlewis.com/blogs/mlbenebits/2021/11/qualified-retirement-plan-sponsors-dont-forget-about-summary-plan-descriptions
Thereafter, ERISA generally requires that an updated SPD be furnished to each participant and each beneficiary receiving benefits under the plan ...
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https://www.morganlewis.com/blogs/mlbenebits/2021/11/qualified-retirement-plan-sponsors-dont-forget-about-summary-plan-descriptions
Thereafter, ERISA generally requires that an updated SPD be furnished to each participant and each beneficiary receiving benefits under the plan ...
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15
Summary Plan Descriptions & Required Notices
https://hr.duke.edu/benefits/summaries
Under the terms of the Employee Retirement Income Security Act (ERISA), it is required that a summary annual report for Duke's welfare benefit plans and the ...
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https://hr.duke.edu/benefits/summaries
Under the terms of the Employee Retirement Income Security Act (ERISA), it is required that a summary annual report for Duke's welfare benefit plans and the ...
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16
What is Summary Plan Description and Does My ... - McClone
https://www.mcclone.com/blog/what-is-summary-plan-description-and-does-my-company-need-one
The summary plan description is a document written in such a way that employees of the benefits plan can easily understand what their benefit ...
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https://www.mcclone.com/blog/what-is-summary-plan-description-and-does-my-company-need-one
The summary plan description is a document written in such a way that employees of the benefits plan can easily understand what their benefit ...
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17
Summary Plan Descriptions: You Gotta Have Them, So Make ...
https://www.foley.com/en/insights/publications/2019/03/summary-plan-descriptions-you-gotta-have-them-so-m
Under the ERISA rules, an SPD must be “written in a manner calculated to be understood by the average plan participant.” Further, it should ...
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https://www.foley.com/en/insights/publications/2019/03/summary-plan-descriptions-you-gotta-have-them-so-m
Under the ERISA rules, an SPD must be “written in a manner calculated to be understood by the average plan participant.” Further, it should ...
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18
SPD ERISA Requirements - Are You Compliant?
https://www.hrserviceinc.com/spd-erisa-requirements-are-you-compliant/
An employer must have a written Summary Plan Description (SPD) for each separate welfare benefit plan communicating plan rights and obligations to participants ...
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https://www.hrserviceinc.com/spd-erisa-requirements-are-you-compliant/
An employer must have a written Summary Plan Description (SPD) for each separate welfare benefit plan communicating plan rights and obligations to participants ...
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19
Summary Plan Descriptions Required for All ERISA ...
https://www.hklaw.com/en/insights/publications/2018/03/summary-plan-descriptions-required-for-all-erisa-r
An SPD must contain a comprehensive description of the plan and must be clear enough so that the average person reading it can understand his or ...
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https://www.hklaw.com/en/insights/publications/2018/03/summary-plan-descriptions-required-for-all-erisa-r
An SPD must contain a comprehensive description of the plan and must be clear enough so that the average person reading it can understand his or ...
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20
ERISA: Summary Plan Description Requirement - LinkedIn
https://www.linkedin.com/pulse/erisa-summary-plan-description-requirement-jaime-boccia
ERISA requires every employee benefit plan to have a summary plan description (SPD) and to furnish copies to each individual entitled to ...
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https://www.linkedin.com/pulse/erisa-summary-plan-description-requirement-jaime-boccia
ERISA requires every employee benefit plan to have a summary plan description (SPD) and to furnish copies to each individual entitled to ...
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21
Summary Plan Description (SPD) Toolkit | Practical Law
https://content.next.westlaw.com/practical-law/document/Ibb0a1194ef0511e28578f7ccc38dcbee/Summary-Plan-Description-SPD-Toolkit?viewType=FullText&originationContext=document&transitionType=DocumentItem&ppcid=886f82e165c64b0da8cdda61884a6e2b&contextData=(sc.Category)
The Employee Retirement Income Security Act of 1974 (ERISA) requires plan administrators of employee benefit plans to provide a summary plan description (SPD) ...
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https://content.next.westlaw.com/practical-law/document/Ibb0a1194ef0511e28578f7ccc38dcbee/Summary-Plan-Description-SPD-Toolkit?viewType=FullText&originationContext=document&transitionType=DocumentItem&ppcid=886f82e165c64b0da8cdda61884a6e2b&contextData=(sc.Category)
The Employee Retirement Income Security Act of 1974 (ERISA) requires plan administrators of employee benefit plans to provide a summary plan description (SPD) ...
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22
Your Summary Plan Description Must be Updated Every Five ...
https://www.schwabe.com/newsroom-publications-13188
The SPD is the basic document informing employees of the terms of the plan under which they are covered. It gives them an understanding of how ...
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https://www.schwabe.com/newsroom-publications-13188
The SPD is the basic document informing employees of the terms of the plan under which they are covered. It gives them an understanding of how ...
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23
Summary Plan Description - Connor & Gallagher OneSource
https://www.gocgo.com/blog/summary-plan-description
The summary plan description must be written in a manner calculated to be understood by the average plan participant, and must be sufficiently accurate and ...
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https://www.gocgo.com/blog/summary-plan-description
The summary plan description must be written in a manner calculated to be understood by the average plan participant, and must be sufficiently accurate and ...
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24
Have you updated your Summary Plan Descriptions lately?
https://www.swlaw.com/blog/employee-benefits/2014/06/06/have-you-updated-your-summary-plan-descriptions-lately/
If there have been material changes to the plan, an updated SPD must be republished and distributed at least every five years. It is hard to ...
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https://www.swlaw.com/blog/employee-benefits/2014/06/06/have-you-updated-your-summary-plan-descriptions-lately/
If there have been material changes to the plan, an updated SPD must be republished and distributed at least every five years. It is hard to ...
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25
ERISA Summary Plan Description Requirements
https://www.hgexperts.com/expert-witness-articles/erisa-summary-plan-description-requirements-20132
ERISA Summary Plan Description Requirements ... The Employee Retirement Income Security Act (ERISA), the federal law that governs private pension, group life, and ...
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https://www.hgexperts.com/expert-witness-articles/erisa-summary-plan-description-requirements-20132
ERISA Summary Plan Description Requirements ... The Employee Retirement Income Security Act (ERISA), the federal law that governs private pension, group life, and ...
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26
SPD Delivery Requirements - ERISAPros
https://erisapros.com/faqs/spd-delivery-requirements/
Plan administrators of a new plan must distribute an SPD within 120 days after the plan is established. An updated SPD must be furnished to all ...
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https://erisapros.com/faqs/spd-delivery-requirements/
Plan administrators of a new plan must distribute an SPD within 120 days after the plan is established. An updated SPD must be furnished to all ...
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27
Is Your Summary Plan Description ERISA Compliant? - HNI
https://www.hni.com/blog/summary-plan-erisa-compliant
ERISA states that plan administrators (employers) are required to provide plan participants—in writing—the most important facts and procedures about their ...
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https://www.hni.com/blog/summary-plan-erisa-compliant
ERISA states that plan administrators (employers) are required to provide plan participants—in writing—the most important facts and procedures about their ...
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28
Summary Plan Descriptions (SPDs)
http://www.pbsbenefits.com/wp-content/uploads/2018/03/Summary-Plan-Descriptions-SPDs-Compliance-Overview.pdf
All group health plans subject to the Employee Retirement Income. Security Act (ERISA) are required to provide participants with a summary plan description ...
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http://www.pbsbenefits.com/wp-content/uploads/2018/03/Summary-Plan-Descriptions-SPDs-Compliance-Overview.pdf
All group health plans subject to the Employee Retirement Income. Security Act (ERISA) are required to provide participants with a summary plan description ...
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29
Understanding Your SPD | Third Party Benefits Administrator
https://www.ebcflex.com/spd/
Summary Plan Descriptions (SPDs) are documents that include all of the important information that employers and plan participants need to know about their ...
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https://www.ebcflex.com/spd/
Summary Plan Descriptions (SPDs) are documents that include all of the important information that employers and plan participants need to know about their ...
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30
The University of Chicago Health Care Plans Summary Plan ...
https://humanresources.uchicago.edu/benefits/2%20_%20Medical%20_%20Summary%20Plan%20Description%20-%20The%20University%20of%20Chicago%20Health%20Care%20Plans%20_%202020.pdf
constitutes the Summary Plan Description (“SPD”) required by the Employee ... technical language in this SPD and the language of the Plan document conflict, ...
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https://humanresources.uchicago.edu/benefits/2%20_%20Medical%20_%20Summary%20Plan%20Description%20-%20The%20University%20of%20Chicago%20Health%20Care%20Plans%20_%202020.pdf
constitutes the Summary Plan Description (“SPD”) required by the Employee ... technical language in this SPD and the language of the Plan document conflict, ...
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31
Summary Plan Descriptions | Human Resources
https://hr.howard.edu/summary-plan-descriptions
Howard University is required to provide employees who participate in Employee Retirement Income Security Act (ERISA) covered health benefit plans with Summary ...
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https://hr.howard.edu/summary-plan-descriptions
Howard University is required to provide employees who participate in Employee Retirement Income Security Act (ERISA) covered health benefit plans with Summary ...
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32
Summary Plan Description and Summary of Material ...
https://www.life.edu/wp-content/uploads/2014/11/10-30-15-SPD-Guidelines.pdf
Certain information must be included in the SPD and may not be deleted. Examples of items that may not be deleted include: eligibility requirements,.
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https://www.life.edu/wp-content/uploads/2014/11/10-30-15-SPD-Guidelines.pdf
Certain information must be included in the SPD and may not be deleted. Examples of items that may not be deleted include: eligibility requirements,.
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33
Summary Plan Description | Health and Welfare Plans
https://hr.harvard.edu/files/humanresources/files/healthwelfare_benefit_summaryplandescription.pdf
eligibility requirements. This is the Summary Plan Description (SPD) for your benefits under the Plan. This SPD and any separate Plan documents provided to ...
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https://hr.harvard.edu/files/humanresources/files/healthwelfare_benefit_summaryplandescription.pdf
eligibility requirements. This is the Summary Plan Description (SPD) for your benefits under the Plan. This SPD and any separate Plan documents provided to ...
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34
Summary Plan Description - PWGA Pension
https://www.wgaplans.org/pensionspd/
The Summary Plan Description (SPD) is a document that provides a detailed description of the Pension Plan's benefits; it is generally required by law to be ...
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https://www.wgaplans.org/pensionspd/
The Summary Plan Description (SPD) is a document that provides a detailed description of the Pension Plan's benefits; it is generally required by law to be ...
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35
Wraparound Summary Plan Description (SPD)
https://www.rwu.edu/sites/default/files/downloads/hr/medical-dental-other-insurance-summary.pdf
NOTE: The MLR requirements do not apply to self-funded benefits. Newborns' and Mothers' Health Protection Act (NMHPA). Group health plans and health insurance ...
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https://www.rwu.edu/sites/default/files/downloads/hr/medical-dental-other-insurance-summary.pdf
NOTE: The MLR requirements do not apply to self-funded benefits. Newborns' and Mothers' Health Protection Act (NMHPA). Group health plans and health insurance ...
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36
Defining the Parameters: When an ERISA Summary Plan ...
https://via.library.depaul.edu/cgi/viewcontent.cgi?referer=&httpsredir=1&article=1123&context=bclj
Description Trumps the Corresponding Plan Document. Megan Rose Bosau*. "Annual notices to employees are required for some laws, but a lot.
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https://via.library.depaul.edu/cgi/viewcontent.cgi?referer=&httpsredir=1&article=1123&context=bclj
Description Trumps the Corresponding Plan Document. Megan Rose Bosau*. "Annual notices to employees are required for some laws, but a lot.
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37
Electronic Disclosure by Employee Pension Benefit Plans ...
https://www.regulations.gov/document/EBSA-2019-0005-0260
Summary. The Department of Labor is adopting in this document a new, ... make retirement plan disclosures required under ERISA and the Internal Revenue Code ...
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https://www.regulations.gov/document/EBSA-2019-0005-0260
Summary. The Department of Labor is adopting in this document a new, ... make retirement plan disclosures required under ERISA and the Internal Revenue Code ...
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38
Summary Plan Description - Oregon.gov
https://www.oregon.gov/oha/PEBB/Documents/SPD-summary-plan-description.pdf
Public Employees' Benefit Board Summary Plan Description ... New permanent position full-time employees are not required to work at least half time in.
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https://www.oregon.gov/oha/PEBB/Documents/SPD-summary-plan-description.pdf
Public Employees' Benefit Board Summary Plan Description ... New permanent position full-time employees are not required to work at least half time in.
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39
Summary Plan Descriptions SPDs must be provided to new ...
https://www.erisadiagnostics.com/summary-plan-description-spds/
SPDs must be provided to new participants withing 90 days of becoming a participant. In the case of a new plan, SPDs must be provided within 120 days after the ...
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https://www.erisadiagnostics.com/summary-plan-description-spds/
SPDs must be provided to new participants withing 90 days of becoming a participant. In the case of a new plan, SPDs must be provided within 120 days after the ...
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40
Summary Plan Descriptions for ERISA Reporting to Employees
https://www.liveabout.com/summary-plan-descriptions-for-erisa-reporting-to-employees-4846369
What a Summary Plan Description Should Include · The name and type of plan · Eligibility requirements · A description of benefits and when ...
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https://www.liveabout.com/summary-plan-descriptions-for-erisa-reporting-to-employees-4846369
What a Summary Plan Description Should Include · The name and type of plan · Eligibility requirements · A description of benefits and when ...
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41
Employee Benefits Security Admin., Labor § 2520.102–3
https://www.govinfo.gov/content/pkg/CFR-2012-title29-vol9/pdf/CFR-2012-title29-vol9-sec2520-102-3.pdf
tained in the summary plan description ... a summary plan description in English, con- ... ficiaries, as required by §§2520.104b–1 and 2520.104b–30; or.
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https://www.govinfo.gov/content/pkg/CFR-2012-title29-vol9/pdf/CFR-2012-title29-vol9-sec2520-102-3.pdf
tained in the summary plan description ... a summary plan description in English, con- ... ficiaries, as required by §§2520.104b–1 and 2520.104b–30; or.
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42
Summary Plan Description - SAG-AFTRA Plans
https://www.sagaftraplans.org/health/benefits/summary-plan-description
It's important to know that the Plan is a self-funded ERISA plan and, therefore, not subject to state-mandated insurance laws. In addition, Trustees may (with ...
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https://www.sagaftraplans.org/health/benefits/summary-plan-description
It's important to know that the Plan is a self-funded ERISA plan and, therefore, not subject to state-mandated insurance laws. In addition, Trustees may (with ...
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43
The Ninth Circuit Weighs in on ERISA's Plan Document ... - Mintz
https://www.mintz.com/insights-center/viewpoints/2017-08-18-ninth-circuit-weighs-erisas-plan-document-and-summary-plan
ERISA does not require employers to offer their employees any employee benefit plans (such as group health plans or 401(k) retirement plans), ...
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https://www.mintz.com/insights-center/viewpoints/2017-08-18-ninth-circuit-weighs-erisas-plan-document-and-summary-plan
ERISA does not require employers to offer their employees any employee benefit plans (such as group health plans or 401(k) retirement plans), ...
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44
ERISA Summary Plan Description (SPD) Required Information ...
https://online.willistowerswatson.com/sites/nlrgclientcommunication/Shared%20Documents/ERISA/ERISA%20Summary%20Plan%20Description%20(SPD)%20Required%20Information.pdf
Although many of the requirements apply to all types of welfare benefit plans, some apply only to welfare benefit plans that are group health.
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https://online.willistowerswatson.com/sites/nlrgclientcommunication/Shared%20Documents/ERISA/ERISA%20Summary%20Plan%20Description%20(SPD)%20Required%20Information.pdf
Although many of the requirements apply to all types of welfare benefit plans, some apply only to welfare benefit plans that are group health.
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45
What are the requirements for a Summary Plan Description ...
https://help.zenefits.com/Employees/Employee_Administration/Mandatory_Employee_Rights_Notices/What_are_ERISA_notices%3F/00-What_are_the_requirements_for_a_Summary_Plan_Description_(SPD)%3F/
The summary plan description, or SPD, provides participants and beneficiaries with information on the coverage and operation of the plan, ...
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https://help.zenefits.com/Employees/Employee_Administration/Mandatory_Employee_Rights_Notices/What_are_ERISA_notices%3F/00-What_are_the_requirements_for_a_Summary_Plan_Description_(SPD)%3F/
The summary plan description, or SPD, provides participants and beneficiaries with information on the coverage and operation of the plan, ...
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46
Summary Plan Description-Active
https://www.kyret.ky.gov/Publications/Books/Summary%20Plan%20Description.pdf
v The service cannot be credited to another defined benefit retirement plan. v The member or the employer must provide verification of employment as required by ...
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https://www.kyret.ky.gov/Publications/Books/Summary%20Plan%20Description.pdf
v The service cannot be credited to another defined benefit retirement plan. v The member or the employer must provide verification of employment as required by ...
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47
Amendments to Summary Plan Description Regulations
https://www.federalregister.gov/documents/2000/11/21/00-29765/amendments-to-summary-plan-description-regulations
This document contains a final rule amending the regulations governing the content of the Summary Plan Description (SPD) required to be ...
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https://www.federalregister.gov/documents/2000/11/21/00-29765/amendments-to-summary-plan-description-regulations
This document contains a final rule amending the regulations governing the content of the Summary Plan Description (SPD) required to be ...
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48
SUMMARY PLAN DESCRIPTION PLUMBERS ...
https://ecommerce.issisystems.com/isite234/eremitimages/23410/docs/401k/401%20(k)%20SPD-2016.pdf
If you decide to begin participating as soon as you become a new employee, your employer will be required to begin deferrals for you as of the first day of the ...
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https://ecommerce.issisystems.com/isite234/eremitimages/23410/docs/401k/401%20(k)%20SPD-2016.pdf
If you decide to begin participating as soon as you become a new employee, your employer will be required to begin deferrals for you as of the first day of the ...
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49
Wrap Plan and Summary Plan Description - Eben Benefits
https://www.ebenbenefits.com/employee-benefit-compliance/wrap-plan-and-summary-plan-description/
The Federal Employee Retirement Income Security Act (ERISA) requires employers to provide Summary Plan Descriptions (SPDs) to all employees who participate ...
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https://www.ebenbenefits.com/employee-benefit-compliance/wrap-plan-and-summary-plan-description/
The Federal Employee Retirement Income Security Act (ERISA) requires employers to provide Summary Plan Descriptions (SPDs) to all employees who participate ...
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50
Peoples Health Network 401(k) Profit Sharing Plan Summary ...
https://www.peopleshealth.com/wp-content/uploads/2017/07/ml401k_2016.pdf
This Summary Plan Description is a summary of the key provisions of the Peoples Health ... Employer Match Participation Requirements: .
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https://www.peopleshealth.com/wp-content/uploads/2017/07/ml401k_2016.pdf
This Summary Plan Description is a summary of the key provisions of the Peoples Health ... Employer Match Participation Requirements: .
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51
ERISA Summary Plan Description
https://customsitesmedia.usc.edu/wp-content/uploads/sites/110/2022/05/06151732/ERISA-Summary-Plan-Description-2021.pdf
Contributions for coverage under the plans may be made solely by USC or by the participating employees. Some coverages require joint contributions from USC and ...
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https://customsitesmedia.usc.edu/wp-content/uploads/sites/110/2022/05/06151732/ERISA-Summary-Plan-Description-2021.pdf
Contributions for coverage under the plans may be made solely by USC or by the participating employees. Some coverages require joint contributions from USC and ...
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52
Summary Plan Descriptions, Insurance Certificates, Notices ...
https://www.bentley.edu/offices/human-resources/summary-plan-descriptions-insurance-certificates-notices-and-other-legal-stuff
Summary Plan Descriptions · Voluntary Benefit Plan Summaries · Certificates of Insurance · Summary Annual Reports · Required Notices · Harvard Pilgrim.
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https://www.bentley.edu/offices/human-resources/summary-plan-descriptions-insurance-certificates-notices-and-other-legal-stuff
Summary Plan Descriptions · Voluntary Benefit Plan Summaries · Certificates of Insurance · Summary Annual Reports · Required Notices · Harvard Pilgrim.
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53
Defined Contribution Plan Summary Plan Description | UCnet
https://ucnet.universityofcalifornia.edu/forms/pdf/defined-contribution-plan-summary-description.pdf
Mandatory employee contributions to the DC Plan Pretax. Account may come only from income paid through the UC payroll system. Employees may also roll over money ...
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https://ucnet.universityofcalifornia.edu/forms/pdf/defined-contribution-plan-summary-description.pdf
Mandatory employee contributions to the DC Plan Pretax. Account may come only from income paid through the UC payroll system. Employees may also roll over money ...
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54
SUMMARY PLAN DESCRIPTION DENTAL PLAN THE ...
https://hr.psu.edu/sites/hr/files/DentalCoverageBooklet.PDF
Substantiating material such as radiographs and periodontal charting may be requested by the Claims. Administrator to estimate benefits. The Claims ...
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https://hr.psu.edu/sites/hr/files/DentalCoverageBooklet.PDF
Substantiating material such as radiographs and periodontal charting may be requested by the Claims. Administrator to estimate benefits. The Claims ...
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55
SUMMARY PLAN DESCRIPTION - Fidelity NetBenefits
https://nb.fidelity.com/bin-public/070_NB_PreLogin_Pages/documents/bannerhealth_403b_SummaryPlanDescription.pdf
This booklet is called a Summary Plan Description (the “SPD”), ... The Employer intends that this Plan comply with the requirements of Section 403(b) of the.
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https://nb.fidelity.com/bin-public/070_NB_PreLogin_Pages/documents/bannerhealth_403b_SummaryPlanDescription.pdf
This booklet is called a Summary Plan Description (the “SPD”), ... The Employer intends that this Plan comply with the requirements of Section 403(b) of the.
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56
basic-plan-spd---4.1.2021.pdf - Penn HR
https://www.hr.upenn.edu/docs/default-source/benefits/spds-and-plan-booklets/basic-plan-spd---4.1.2021.pdf?sfvrsn=94889056_23
SUMMARY PLAN DESCRIPTION. FOR. THE UNIVERSITY OF PENNSYLVANIA. BASIC PLAN. As of July 1, 2022 ... Plan after satisfying the requirements described below.
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https://www.hr.upenn.edu/docs/default-source/benefits/spds-and-plan-booklets/basic-plan-spd---4.1.2021.pdf?sfvrsn=94889056_23
SUMMARY PLAN DESCRIPTION. FOR. THE UNIVERSITY OF PENNSYLVANIA. BASIC PLAN. As of July 1, 2022 ... Plan after satisfying the requirements described below.
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57
Summary Program Description (SPD) Health Benefits Program
https://www1.nyc.gov/assets/olr/downloads/pdf/health/health-full-spd.pdf
Health Plan Coverage for Employees Hired between July 1, ... This Summary Program Description (SPD) provides you with information about your benefits under ...
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https://www1.nyc.gov/assets/olr/downloads/pdf/health/health-full-spd.pdf
Health Plan Coverage for Employees Hired between July 1, ... This Summary Program Description (SPD) provides you with information about your benefits under ...
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58
Summary Plan Description Definition: 131 Samples | Law Insider
https://www.lawinsider.com/dictionary/summary-plan-description
Summary Plan Description or “SPD” means the summary plan description (as required by ERISA), which summarizes the Plan, and includes this document, any ...
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https://www.lawinsider.com/dictionary/summary-plan-description
Summary Plan Description or “SPD” means the summary plan description (as required by ERISA), which summarizes the Plan, and includes this document, any ...
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59
Plan Document| Summary Plan |Downey & Company
http://www.downeycocpa.com/plan-document-and-summary-plan-description/
A plan subject to ERISA is required to be in writing. The Internal Revenue Service (IRS) has prepared and updated standard (master or prototype) plans that are ...
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http://www.downeycocpa.com/plan-document-and-summary-plan-description/
A plan subject to ERISA is required to be in writing. The Internal Revenue Service (IRS) has prepared and updated standard (master or prototype) plans that are ...
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60
All summary plan description (SPD) documents
https://www.umsystem.edu/totalrewards/all_SPDs
2022 Summary Plan Descriptions (SPDs) · Medical insurance plans · Dental, vision, tax-favored accounts · Life and disability insurance · Retirement.
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https://www.umsystem.edu/totalrewards/all_SPDs
2022 Summary Plan Descriptions (SPDs) · Medical insurance plans · Dental, vision, tax-favored accounts · Life and disability insurance · Retirement.
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61
WRAP Document 101 - Ameriflex
https://myameriflex.com/resources/articles/wrap-document-101/
A Summary Plan Description (SPD) contains specific information, required under federal law, describing the terms of the group health plan in a ...
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https://myameriflex.com/resources/articles/wrap-document-101/
A Summary Plan Description (SPD) contains specific information, required under federal law, describing the terms of the group health plan in a ...
→ Check Latest Keyword Rankings ←
62
Summary Plan Description - OPERS
https://www.opers.org/pubs-archive/healthcare/Health-Reimbursement-Arrangement-Summary-Plan-Description-Pre-Medicare.pdf
This Summary Plan Description (the "Summary") highlights the important features of the Plan ... required or allowed to contribute to his or her HRA Account.
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https://www.opers.org/pubs-archive/healthcare/Health-Reimbursement-Arrangement-Summary-Plan-Description-Pre-Medicare.pdf
This Summary Plan Description (the "Summary") highlights the important features of the Plan ... required or allowed to contribute to his or her HRA Account.
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63
SPD Wrap Plan Document - The Harrison Group, Inc.
https://www.theharrisongrouponline.com/services/wrap-documents/
Plan Documents and Summary Plan Descriptions are two requirements put forth by ERISA (the Federal Employee Retirement Income Security Act).
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https://www.theharrisongrouponline.com/services/wrap-documents/
Plan Documents and Summary Plan Descriptions are two requirements put forth by ERISA (the Federal Employee Retirement Income Security Act).
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64
29 CFR 2520.104b-2 -- Summary plan description. - eCFR
https://www.ecfr.gov/current/title-29/subtitle-B/chapter-XXV/subchapter-C/part-2520/subpart-F/section-2520.104b-2
(1) The date which is 90 days after the employee becomes a participant, or (in the case of a beneficiary receiving benefits under a pension plan) within 90 days ...
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https://www.ecfr.gov/current/title-29/subtitle-B/chapter-XXV/subchapter-C/part-2520/subpart-F/section-2520.104b-2
(1) The date which is 90 days after the employee becomes a participant, or (in the case of a beneficiary receiving benefits under a pension plan) within 90 days ...
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65
Understanding Wrap Plan Documents & Summary Plan ...
https://thecompliancerundown.com/2020/08/10/understanding-wrap-plan-documents-summary-plan-descriptions/
One requirement under Section 402 of ERISA is that all employers who offer group health and welfare benefits to their employees, maintain a ...
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https://thecompliancerundown.com/2020/08/10/understanding-wrap-plan-documents-summary-plan-descriptions/
One requirement under Section 402 of ERISA is that all employers who offer group health and welfare benefits to their employees, maintain a ...
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66
We are Plan Document prep experts and an ERISA benefit pro.
https://www.bc2co.com/plan-documents/
Summary Plan Description (SPD) ERISA Requirements ... An employer must have a written Summary Plan Description (SPD) for each separate welfare benefit plan ...
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https://www.bc2co.com/plan-documents/
Summary Plan Description (SPD) ERISA Requirements ... An employer must have a written Summary Plan Description (SPD) for each separate welfare benefit plan ...
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67
ERISA Requirements for Employers. Are You Compliant?
https://www.basiconline.com/blog/erisa-requirements-for-employers-are-you-compliant/
All employers who offer Group Welfare Benefits to their employees are required have a formal written ERISA “wrap” plan document and Summary Plan ...
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https://www.basiconline.com/blog/erisa-requirements-for-employers-are-you-compliant/
All employers who offer Group Welfare Benefits to their employees are required have a formal written ERISA “wrap” plan document and Summary Plan ...
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68
SIMPLE IRA plans: Annual Summary Description and ...
https://www.wolterskluwer.com/en/expert-insights/simple-ira-plans-annual-summary-description-and-employer-notification
However, a custodian/trustee may meet its notification requirement by providing the employer with a current copy of the 5304-SIMPLE (or 5305- ...
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https://www.wolterskluwer.com/en/expert-insights/simple-ira-plans-annual-summary-description-and-employer-notification
However, a custodian/trustee may meet its notification requirement by providing the employer with a current copy of the 5304-SIMPLE (or 5305- ...
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69
Summary Plan Description | SC IBEW-NECA Trust Funds
https://www.scibew-neca.org/html/pspd0000.htm
Defined Benefit Pension Summary Plan Description ... When am I a Participant in the Plan? ... Information Required by ERISA.
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https://www.scibew-neca.org/html/pspd0000.htm
Defined Benefit Pension Summary Plan Description ... When am I a Participant in the Plan? ... Information Required by ERISA.
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70
summary-plan-description-cover-letter.pdf - UA Local 342
https://www.ua342.org/ULWSiteResources/ualocal342/Resources/file/benefits/401-k/plan-documents/summary-plan-description-cover-letter.pdf
to provide you with the enclosed Restated Summary Plan Description (“SPD”) booklet. This booklet replaces ... requirements outlined in the booklet.
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https://www.ua342.org/ULWSiteResources/ualocal342/Resources/file/benefits/401-k/plan-documents/summary-plan-description-cover-letter.pdf
to provide you with the enclosed Restated Summary Plan Description (“SPD”) booklet. This booklet replaces ... requirements outlined in the booklet.
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71
Sample Wrap-Around Summary Plan Description for Insured ...
https://clarkebenefits.com/wp-content/uploads/SPD.pdf
Companies, is the Summary Plan Description (SPD) required by ERISA. This wrap around document is not intended to give you any substantive rights to benefits ...
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https://clarkebenefits.com/wp-content/uploads/SPD.pdf
Companies, is the Summary Plan Description (SPD) required by ERISA. This wrap around document is not intended to give you any substantive rights to benefits ...
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72
Summary Plan Description Plans A, B & D - PEIA
https://peia.wv.gov/Forms-Downloads/Documents/summary_plan_descriptions/SPD_ABD_2023_web.pdf
Medicare Part D (drug coverage) IS NOT required for members of the PEIA Plans. Medicare Advantage and Prescription Drug (MAPD) Plan: A type of ...
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https://peia.wv.gov/Forms-Downloads/Documents/summary_plan_descriptions/SPD_ABD_2023_web.pdf
Medicare Part D (drug coverage) IS NOT required for members of the PEIA Plans. Medicare Advantage and Prescription Drug (MAPD) Plan: A type of ...
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73
Summary Plan Description - San Diego Electrical Industry Trusts
https://569trusts.org/pension/summary-plan-description/
Download a PDF of the Summary Plan Description (SPD). Summary of Material Modifications (SMM). January 2016 Required Pension Plan Notices and Plan Amendment ...
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https://569trusts.org/pension/summary-plan-description/
Download a PDF of the Summary Plan Description (SPD). Summary of Material Modifications (SMM). January 2016 Required Pension Plan Notices and Plan Amendment ...
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74
PLAN DOCUMENT AND SUMMARY PLAN DESCRIPTION ...
https://acu.edu/content/dam/community/documents/emp-fin/hr/spd-certificates-doc.pdf
This Plan Document describes the benefits for the Employees of Abilene Christian University. This statement is required by the Employee Retirement Income ...
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https://acu.edu/content/dam/community/documents/emp-fin/hr/spd-certificates-doc.pdf
This Plan Document describes the benefits for the Employees of Abilene Christian University. This statement is required by the Employee Retirement Income ...
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75
Summary Program Description Guidebook | NJ.gov
https://www.state.nj.us/treasury/pensions/documents/guidebooks/hb0505.pdf
State employees, full-time requires at least 35 hours per ... health plan services in the “Medical Plan Descriptions” section .
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https://www.state.nj.us/treasury/pensions/documents/guidebooks/hb0505.pdf
State employees, full-time requires at least 35 hours per ... health plan services in the “Medical Plan Descriptions” section .
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76
Reminder: Summary Plan Description (SPD) and Summary of ...
https://www.dorsey.com/newsresources/publications/2009/03/reminder-summary-plan-description-spd-and-summar__
What are the core requirements? Each plan must have and must issue an SPD within 120 days after that plan becomes subject to ERISA. For most ...
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https://www.dorsey.com/newsresources/publications/2009/03/reminder-summary-plan-description-spd-and-summar__
What are the core requirements? Each plan must have and must issue an SPD within 120 days after that plan becomes subject to ERISA. For most ...
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77
Summary Plan Descriptions and Legal Notices
https://jobs.mayoclinic.org/benefits-legal-notices
The official plan documents are the only legally binding benefit descriptions in case there are any discrepancies between their provisions and the information ...
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https://jobs.mayoclinic.org/benefits-legal-notices
The official plan documents are the only legally binding benefit descriptions in case there are any discrepancies between their provisions and the information ...
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78
FRS Investment Plan Summary Plan Description Content
https://www.myfrs.com/pdf/forms/frs_ip_spd.pdf
FRS Investment Plan Summary Plan Description Content ... the Division of Retirement, is required by statute to implement and administer the ...
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https://www.myfrs.com/pdf/forms/frs_ip_spd.pdf
FRS Investment Plan Summary Plan Description Content ... the Division of Retirement, is required by statute to implement and administer the ...
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79
Do you need an ERISA Wrap SPD? - Core Documents
https://www.coredocuments.com/faqs-erisa-wrap-spd/
As its name implies, the Summary Plan Description contains all of the information about the group health plan that the employer is required to give to ...
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https://www.coredocuments.com/faqs-erisa-wrap-spd/
As its name implies, the Summary Plan Description contains all of the information about the group health plan that the employer is required to give to ...
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80
Summary Plan Description Tier 1
https://www.lacers.org/sites/main/files/file-attachments/spd_final.pdf?1576102930
As a Member of Tier 1, you must contribute a percentage of your salary to the Plan. All LACERS Members will contribute based on the requirements of the Los ...
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https://www.lacers.org/sites/main/files/file-attachments/spd_final.pdf?1576102930
As a Member of Tier 1, you must contribute a percentage of your salary to the Plan. All LACERS Members will contribute based on the requirements of the Los ...
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81
ERISA Wrap Document & Summary Plan Description
https://www.ezerisaplan.com/documents/wrapsmart-(erisa-wrap-doc)-20448
A Summary Plan Description is also required, and every employee benefit plan must furnish to participants and beneficiaries a Summary Plan Description that ...
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https://www.ezerisaplan.com/documents/wrapsmart-(erisa-wrap-doc)-20448
A Summary Plan Description is also required, and every employee benefit plan must furnish to participants and beneficiaries a Summary Plan Description that ...
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82
Federal Compliance Warning Summary Plan Descriptions ...
https://www.haylor.com/wp-content/uploads/2014/07/SPD.pdf
ERISA (the federal Employee Retirement Income Security Act) requires employers who are plan administrators of their group health plans to comply with 2 ...
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https://www.haylor.com/wp-content/uploads/2014/07/SPD.pdf
ERISA (the federal Employee Retirement Income Security Act) requires employers who are plan administrators of their group health plans to comply with 2 ...
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83
Benefit Plan Documents - Human resources
https://hr.sandia.gov/resources/benefit-plan-documents/
For example, a summary plan description (SPD) is a summary of many of the important features of your benefit plan. It covers eligibility, participant ...
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https://hr.sandia.gov/resources/benefit-plan-documents/
For example, a summary plan description (SPD) is a summary of many of the important features of your benefit plan. It covers eligibility, participant ...
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84
Summary Plan Description - Retirement Plan
https://www.wesleyan.edu/hr/pdfs/Summary%20Plan%20Description%20-%20Retirement%20Plan.pdf
What happens if I terminate employment, commence required minimum distribution payments and then die ... This Summary Plan Description ("SPD") contains.
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https://www.wesleyan.edu/hr/pdfs/Summary%20Plan%20Description%20-%20Retirement%20Plan.pdf
What happens if I terminate employment, commence required minimum distribution payments and then die ... This Summary Plan Description ("SPD") contains.
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85
TALENTWAVE 401(K) PLAN SUMMARY PLAN DESCRIPTION
https://www.talentwave.com/wp-content/uploads/2019/11/401K-Summary-Plan-Description-11.17.pdf
This Summary Plan Description ("SPD") contains information regarding when you ... The following describes the eligibility requirements and Entry Dates that ...
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https://www.talentwave.com/wp-content/uploads/2019/11/401K-Summary-Plan-Description-11.17.pdf
This Summary Plan Description ("SPD") contains information regarding when you ... The following describes the eligibility requirements and Entry Dates that ...
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86
Summary Plan Description (SPD) Request - PEBTF
https://www.pebtf.org/LiteratureRequest/SPD.aspx
The Summary Plan Description (SPD) summarizes the main terms of the benefits provided to Members and their eligible Dependents under the Pennsylvania ...
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https://www.pebtf.org/LiteratureRequest/SPD.aspx
The Summary Plan Description (SPD) summarizes the main terms of the benefits provided to Members and their eligible Dependents under the Pennsylvania ...
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87
Health Care Employees Pension Fund - SUMMARY PLAN ...
https://www.1199seiubenefits.org/wp-content/uploads/2016/07/Health-Care-Employees-Pension-Fund-SPD.pdf
This updated booklet contains a Summary Plan Description (“SPD”) of your Pension Plan ... is required to make contributions to the Pension Fund.
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https://www.1199seiubenefits.org/wp-content/uploads/2016/07/Health-Care-Employees-Pension-Fund-SPD.pdf
This updated booklet contains a Summary Plan Description (“SPD”) of your Pension Plan ... is required to make contributions to the Pension Fund.
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88
Summary Plan Description - Caltech Human Resources
https://hr.caltech.edu/departments/total-rewards/benefits/spd
The Summary Plan Description (SPD), is a summary of the Caltech benefit program that focuses on our health, welfare, and retirement benefits.
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https://hr.caltech.edu/departments/total-rewards/benefits/spd
The Summary Plan Description (SPD), is a summary of the Caltech benefit program that focuses on our health, welfare, and retirement benefits.
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89
Summary Plan Descriptions (SPDs)
https://www.hrbasicsonline.com/Employee-Benefits/Health-Insurance/Summary-Plan-Descriptions.aspx
The summary plan description or SPD is an important written document that a plan administrator must provide automatically and free of charge to participants ...
→ Check Latest Keyword Rankings ←
https://www.hrbasicsonline.com/Employee-Benefits/Health-Insurance/Summary-Plan-Descriptions.aspx
The summary plan description or SPD is an important written document that a plan administrator must provide automatically and free of charge to participants ...
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90
Benefit Guides & Summary Plan Descriptions
https://www.hopkinsmedicine.org/human_resources/benefits/guides_summary_plan_descriptions.html
The Summary Plan Descriptions provide complete detail about several of your benefits, including health coverage, retirement plans and life insurance. Non- ...
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https://www.hopkinsmedicine.org/human_resources/benefits/guides_summary_plan_descriptions.html
The Summary Plan Descriptions provide complete detail about several of your benefits, including health coverage, retirement plans and life insurance. Non- ...
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91
Summary plan description - The New Retirement Dictionary
https://retirementdictionary.com/definition/summary-plan-description/
A document that must be provided to participants of qualified pans; providing explanations of their rights, benefits, and responsibilities under ...
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https://retirementdictionary.com/definition/summary-plan-description/
A document that must be provided to participants of qualified pans; providing explanations of their rights, benefits, and responsibilities under ...
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92
Summary Plan Description Utica College Defined Contribution ...
https://www.utica.edu/hr/media/Benefits2020/Defined%20Contribution%20Summary%20Plan%20Description.pdf
provisions that the Internal Revenue Service (IRS) requires. The Plan document must follow certain federal laws and regulations that apply to retirement ...
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https://www.utica.edu/hr/media/Benefits2020/Defined%20Contribution%20Summary%20Plan%20Description.pdf
provisions that the Internal Revenue Service (IRS) requires. The Plan document must follow certain federal laws and regulations that apply to retirement ...
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93
Summary Plan Description - TASC
https://www.tasconline.com/uploads/KB/Flexsystem/FX-5297-020116%20FlexSystem%20SPD-E.pdf
FX-5297-020116 FlexSystem Summary Plan Description. Page 1. Summary Plan Description. Note to Employer: The United States Department of Labor (DOL) requires ...
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https://www.tasconline.com/uploads/KB/Flexsystem/FX-5297-020116%20FlexSystem%20SPD-E.pdf
FX-5297-020116 FlexSystem Summary Plan Description. Page 1. Summary Plan Description. Note to Employer: The United States Department of Labor (DOL) requires ...
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94
BASE® ERISA Wrap - Baseonline.com
https://www.baseonline.com/products/erisa_wrap.html
Overview. BASE® ERISA Wrap is designed to help employers fulfill the ERISA requirements for an SPD and Plan Document. Many employers mistakenly assume ...
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https://www.baseonline.com/products/erisa_wrap.html
Overview. BASE® ERISA Wrap is designed to help employers fulfill the ERISA requirements for an SPD and Plan Document. Many employers mistakenly assume ...
→ Check Latest Keyword Rankings ←
95
Summary Plan Description
http://www.toc.org/docs/FINAL-TOCRP-SPD-for-Retirement-Plan-and-Trust-as-of-August-1-2021-112048929.2.pdf
after age 62 and certain other requirements were met, you were allowed to start receiving your retirement benefits even though you were still ...
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http://www.toc.org/docs/FINAL-TOCRP-SPD-for-Retirement-Plan-and-Trust-as-of-August-1-2021-112048929.2.pdf
after age 62 and certain other requirements were met, you were allowed to start receiving your retirement benefits even though you were still ...
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96
Retirement Plan Descriptions: Employers SPD Knowledge
https://www.natlawreview.com/article/it-time-to-update-your-retirement-plan-s-summary-plan-description
Updates on summary plan descriptions (SPD) which provide details of retirement benefits to employees. When they have to be updated based on ...
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https://www.natlawreview.com/article/it-time-to-update-your-retirement-plan-s-summary-plan-description
Updates on summary plan descriptions (SPD) which provide details of retirement benefits to employees. When they have to be updated based on ...
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97
Boston Scientific Summary Plan Description
https://secure.bscbenefitsconnect.com/us/includes/Boston%20Scientific_2018%20Summary%20Plan%20Description%20%28SPD%29_FINAL_7-2-18.pdf
The Benefits Matrix is intended as a brief overview. It does not describe all of the requirements of the Financial Benefit. Plans (and any associated trust ...
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https://secure.bscbenefitsconnect.com/us/includes/Boston%20Scientific_2018%20Summary%20Plan%20Description%20%28SPD%29_FINAL_7-2-18.pdf
The Benefits Matrix is intended as a brief overview. It does not describe all of the requirements of the Financial Benefit. Plans (and any associated trust ...
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98
Flexible Benefits Summary Plan Description For - Burlington, IA
https://www.burlingtoniowa.org/DocumentCenter/View/1874/City-of-Burlington-Flex-Summary-Plan-07012017?bidId=
Once you meet the eligibility requirements described in Q&A 9, you become a Participant by completing an Election Form/Salary Reduction Agreement, on which you ...
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https://www.burlingtoniowa.org/DocumentCenter/View/1874/City-of-Burlington-Flex-Summary-Plan-07012017?bidId=
Once you meet the eligibility requirements described in Q&A 9, you become a Participant by completing an Election Form/Salary Reduction Agreement, on which you ...
→ Check Latest Keyword Rankings ←
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