This checklist is based on DOL regulation 29 CFR 2520.102-3 and has not yet been updated for the automatic rollover rules.  This checklist is intended to assist you as you review or revise your summary plan description. It is important to note that this material is for the sole purpose of providing general information and does not under any circumstances, constitute legal advice.  You should not act on these materials without first obtaining the advice of counsel.