This podcast helps you to make sense of the multitude of disclosures and notices you’re required to provide to your participants.  There are all sorts of different documents you need to provide, and many of them have different deadlines.  We take a look at some of the most important disclosures, their deadlines, who they need to be provided to, and your options for distributing them.

Our 9-minute podcast on this topic can be found by clicking on the following link:

Retirement Plan Podcast Series #10 – Hear Ye, Hear Ye: Required Disclosures to be Provided to Participants

As you can see, there are many disclosure requirements, but you can always rely on the team at DirectAdvisors to help walk you through your Plan’s particular requirements.  If you have questions, don’t hesitate to reach us by phone at 518-362-2119, or by email at [email protected].