For all employers: 

 

 

Last month Edwards and Company sent a copy of an "ERISA Rights Statement."

This statement could be considered an employer's first step towards becoming

ERISA Compliant.

 

The next step is to create an actual SPD  (Summary Plan Description) so that an employer

can provide a copy to their employees upon request.  

 

The link below is a very brief overview of what is required in an SPD.

  

                                                       SPD Brief Requirements 

 

 

Also, contained in the below link is an SPD template to be completed by the employer.

                               

 

                                                                   SPD Template

 

 

Regards,

Mike        

  

 

Michael Mussler

Edwards and Company

Sayville, NY  -  Palm Beach, FL

PH: 631-472-8440

mmussler@edwardsandco.net