Mainspring in Motion

Spring 2009


DOL Updates Compliance Guide

The Department of Labor published a revision of the Reporting and Disclosure Guide for Employee Benefit Plans in late 2008.

It serves as a quick reference resource for basic reporting and disclosure requirements under ERISA. For each compliance item, the booklet describes the type of information to be reported or disclosed, to whom and when.

It covers the various notices that must be provided to participants and beneficiaries of benefit plans, disclosure requirements specific to retirement plans and the Form 5500 schedules.

This handy tool is available on the DOL's website.