Session from the 2011 Enrolled Actuaries Meeting
03/28/2011 - 4:30 - 5:45 pm
Session Category: Non-Technical Communications
Credits: EA Core 1.50 CPD 1.50
Effective communications have always been an important element to managing a retirement program, but PPA has made proper communication essential. In recent years, some of these communication issues have become more prevalent for defined benefit plans. In this session, the speakers review the disclosure requirements and communication strategies relating to Section 436 benefit restrictions, relative value of optional forms, ERISA 204(h) and participant benefit statements. Come away with the knowledge to navigate these complex participant communications.