SPD Language, Information About Investment Options (Including 404(c) Statement) | Practical Law

SPD Language, Information About Investment Options (Including 404(c) Statement) | Practical Law

A Standard Clause for the summary plan description (SPD) of a qualified retirement plan providing information about investment options, including a statement that the plan is a Section 404(c) Plan under the Employee Retirement Income Security Act of 1974. This Standard Clause has integrated notes with important explanations and drafting tips.

SPD Language, Information About Investment Options (Including 404(c) Statement)

Practical Law Standard Clauses w-017-1233 (Approx. 8 pages)

SPD Language, Information About Investment Options (Including 404(c) Statement)

by Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A Standard Clause for the summary plan description (SPD) of a qualified retirement plan providing information about investment options, including a statement that the plan is a Section 404(c) Plan under the Employee Retirement Income Security Act of 1974. This Standard Clause has integrated notes with important explanations and drafting tips.