Plan Document

Fiduciary training program level 3

ERISA Section 402 provides that every employee benefit plan shall be established and maintained pursuant to a written instrument.


plan document redesign coverA written instrument = a plan document.

There are two types of plan documents a committee can choose to use. Understanding the differences between the two, who is responsible for the document, and when it's updated are just a few of the pieces to a plan document plan sponsors and committee need to understand.

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