Investment Information About Participant-Directed Plan Model Notice | Practical Law

Investment Information About Participant-Directed Plan Model Notice | Practical Law

A model notice for participants in a participant-directed retirement plan to help them compare the investment options under the plan. This Standard Document is based on a model published by the Department of Labor (DOL) and it meets the DOL's requirements for the disclosure of investment-related information for participant-directed plans. It has integrated notes with important explanations and drafting tips.

Investment Information About Participant-Directed Plan Model Notice

Practical Law Standard Document w-033-3239 (Approx. 12 pages)

Investment Information About Participant-Directed Plan Model Notice

by Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A model notice for participants in a participant-directed retirement plan to help them compare the investment options under the plan. This Standard Document is based on a model published by the Department of Labor (DOL) and it meets the DOL's requirements for the disclosure of investment-related information for participant-directed plans. It has integrated notes with important explanations and drafting tips.