Sentences with phrase «summary plan description»

So, in most divorces, you would exchange several years» worth of tax returns, along with checking and savings account statements, credit card statements, and summary plan descriptions for retirement accounts.

Regarding Sulyma's holdings in the TDF, for example, the 2012 Summary Plan Description advised Sulyma that «[e] ach fund offers a broadly diversified mix of domestic and international stocks and bonds, and includes investments not typically available to individual investors, such as hedge funds and commodities.»

See also Summary Plan Description.

Taft's attorneys have substantial experience in cases asserting pension plan design allegations, cash balance pension plan design claims, including claims of whipsaw, wearaway and anti-cutback, retiree insurance claims, fiduciary duty claims, issues peculiar to pension plan mergers, other claims relating to employee welfare benefit plans, issues concerning summary plan descriptions and also claims concerning the efficacy of ERISA 204 (h) notices.

Public Employees» Retirement System, Summary Plan Description for Regular Members Enrolled on or after July 1, 2015.

«Thus, the Summary Plan Descriptions informed plan participants that the TDF and GDF contained the alternative investments he now alleges were imprudent,» Cousins wrote.

Though he does not recall reviewing the Summary Plan Descriptions, each year Sulyma was a plan participant, a Summary Plan Description was made available on the NetBenefits website describing the assets held by the two funds in which he invested — the GDF and TDF, the opinion says.

According to the opinion, the 2011 Qualified Default Investment Alternatives Notice, 2012 Summary Plan Description, 2012 Annual Disclosures, and targeted emails notified Sulyma of the challenged investment allocations.

To find the cash - out limit applicable to your 401 (k) plan, check your plan's Summary Plan Description (SPD).

This information can be found in your plan's Summary Plan Description (SPD).

If you need more specific information, refer to your plan's Summary Plan Description (SPD).

TIAA UWS Retirement Plan * Staff Salary Reduction Form * Faculty Salary Reduction Form * Name Change * Summary Plan Description *

We will also accept a copy of the most recent Form 5500 or a copy of the Summary Plan Description.

To find out about a specific plan's vesting schedule, check with a manager or human resources representative, or read the summary plan description.

A 401k plan's Summary Plan Description, or SPD, describes how administrative fees are spread out over all accounts.

We will review the summary plan description for you to ensure that yours qualifies before we file.

A participant may elect to defer a portion of his gross salary via a pretax payroll deduction to the plan, and the company matches according to its summary plan description, or SPD.

A defined - benefit plan can be structured in a variety of ways and have a range of provisions, all of which should be spelled out in the Summary Plan Description (SPD) that your employer is required to give you when you sign up for the plan and periodically thereafter.

Overall, however, the types and treatment of each eligible in - service distribution would be outlined in the summary plan description or the plan document itself.

Read your summary plan description and the details — such as rules, fees and procedures — about your 401k.

Your employer will provide you with a Summary Plan Description.

Summary Plan Description (SPD)- A document that a plan administrator must provide to plan participants (and beneficiaries receiving benefits) that describes important features of the pension plan in plain language.

To access the SPD click on: Summary Plan Description 2014 403b SMM (Plan Update) TRS Easy Access to Your Account

Note: The Summary Plan Description (SPD) contains major plan provisions including eligibility, benefits, and distribution of plan assets.

This includes preparation of request for proposals and responses, administrative service agreements, benefit designs, plan documentation (plan documents, summary plan descriptions and summary of benefit coverages), required notices, appeal determinations, plan audits and day - to - day administration issues.

We will also accept a copy of the most recent Form 5500 or a copy of the Summary Plan Description.

Each health plan provides a Summary of Benefits and Coverage or a summary Plan Description that details what the out - of - pocket limit is as well as what does and doesn't get credited for it.

Reviews and interprets benefit documents (Certificates, Riders, and Summary Plan Descriptions) to configure benefits at all levels of detail.

Documentation from employer identifying the type of retirement benefits and whether or not you are vested including the summary plan description and benefits statement

So, in most divorces, you would exchange several years» worth of tax returns, along with checking and savings account statements, credit card statements, and summary plan descriptions for retirement accounts.

Information on all insurance benefits (overview, applications, summary plan descriptions and certificates)