This Summary Plan Description Checklist for 2017 is based on DOL regulation 29 CFR 2520.102-3.
Section 102 of ERISA specifies information that must be included in the summary plan description. The summary plan description must accurately reflect the contents of the plans as of the date not earlier than 120 days prior to the date the summary plan description is disclosed. Download our Summary Plan Description Checklist, it might be able to help you with ERISA Compliance issues.
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.