ERISA's reporting and disclosure provisions

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ntang
Posts: 31
Joined: Fri Mar 02, 2018 12:01 am

ERISA's reporting and disclosure provisions

Post by ntang » Fri Mar 02, 2018 12:47 am

Do the reporting and disclosure provisions of ERISA and the Code apply to alternate payees receiving plan benefits under a QDRO?

lduffy
Posts: 29
Joined: Thu Mar 01, 2018 10:15 pm

Re: ERISA's reporting and disclosure provisions

Post by lduffy » Fri Mar 02, 2018 1:10 am

Yes, because an alternate payee has all the rights and privileges of a beneficiary under the plan, the payee should receive summary plan descriptions, summary annual reports, and an explanation of ERISA rights as appropriate.

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