Description

s (SPDs) and Summary of Material Modifications (SMMs) in accordance with ERISA and DOL disclosure requirements

Execute required plan document restatements to reflect regulatory changes, legislative updates, and IRS guidance (e.g., SECURE Act, SECURE 2.0)

Prepare and distribute participant notices, including safe harbor notices, QDIA notices, automatic enrollment notices, and fee disclosures

Ensure plan documents accurately reflect each plan sponsor's design elections and operational practices

Review plan amendments for consistency with IRS pre-approved and individually designed plan requirements

Maintain organized records of all plan documents, amendments, and restatement histories for audit and regulatory review

Monitor regulatory and legislative changes affecting plan document language and compliance deadlines

Support the compliance team during annual testing and Form 5500 filing seasons by providing ...