SPD Language, Claims Procedures for Retirement Plans | Practical Law

SPD Language, Claims Procedures for Retirement Plans | Practical Law

A Standard Clause containing sample claims and appeals procedures for retirement plans subject to the Employee Retirement Income Security Act of 1974 (ERISA), incorporating the final Department of Labor (DOL) regulations for disability claims that became applicable in 2018. It is designed to be included in the plan's summary plan description (SPD). This Standard Clause has integrated notes with important explanations and drafting tips.

SPD Language, Claims Procedures for Retirement Plans

Practical Law Standard Clauses w-016-5641 (Approx. 18 pages)

SPD Language, Claims Procedures for Retirement Plans

by Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A Standard Clause containing sample claims and appeals procedures for retirement plans subject to the Employee Retirement Income Security Act of 1974 (ERISA), incorporating the final Department of Labor (DOL) regulations for disability claims that became applicable in 2018. It is designed to be included in the plan's summary plan description (SPD). This Standard Clause has integrated notes with important explanations and drafting tips.