ONGOING NOTIFICATION OF ELIGIBLE EMPLOYEES (2 OF 2)
01.Core Concepts
Periodic Benefit Statements • Defined Contribution Plan: Must provide a benefit statement to: • A participant or beneficiary who has the right to direct the investment of assets in their account, at least quarterly • Any participant or other beneficiary who has their own account under the plan, at least annually • Other beneficiaries, upon written request, but limited to one request during any 12-month period