Calendar Year 로 운영되는 401(k)플랜의 경우 새해 플랜연도가 시작 되기 30일 (12월 2일) 전까지 직원들에게 반드시 내보내야 하는 Notice 들이 있다.
이러한 추가적인 Notice로는 Automatic Enrollment Notice, Qualified Default Investment Alternative(QDIA) Notice, Safe Harbor Notice 등이 있다. 특히, 401(k) 플랜을 신규로 설치한 경우, 플랜의 Recordkeeper를 변경한 경우...
You are receiving this QDIA Notice because you are or will be eligible to participate, in one or more of these Plans and you have the right to direct the investment of your Plan(s) account...
• Whether an annual notice by postcard should be sent to enrolled participants not taking advantage of electronic delivery to ensure that participants are aware of the ability to request...
December 15, 2023 Qualified Default Investment Alternative (QDIA) Annual Notice Important Information You are receiving this Annual Notice to inform you of how your contributions under the...
The plan sponsor will also need to provide details about a plan’s QDIA, as directed in italicized notes to plan sponsors in the sample notice, and will need to fill in any blanks in the...
Notification • QDIA Notice Distribution • QDRO Determinations & Reporting • Quarterly Investment Review Meetings • Rate Change Monitoring & Reporting • Required Minimum...
the notice that informed participants of their rights and obligations. Since then, a significant number of new notice... The notice and content requirements that the Department and IRS...
Administrative ; How do I confirm if an employee's account has been established? ; What is the relationship between MetLife and MassMutual? ; Can you explain the relationship between MetLife and Brighthouse Financial? ; How do my employees enroll online?
401(k) Enrollment Form (Paper 양식 또는 Online 양식) Summary Plan Description (SPD) / Participant Fee Disclosure 각종 Participant Notices (Safe Harbor Notice, Automatic Enrollment, QDIA Notice 등) 401(k)플랜의 직원 급여에 대한 기준...