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Blackout notice sample 2026

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  1. Click ‘Get Form’ to open the blackout notice sample in the editor.
  2. Begin by entering the Plan Name in Item 1. This identifies the specific plan related to the blackout notice.
  3. In Item 2, input the date on which you will distribute this notice to affected participants and beneficiaries.
  4. For Item 3, check all applicable reasons for the blackout period, such as changing investment options or recordkeepers.
  5. In Item 4, describe the rights that will be temporarily suspended. Check all relevant boxes to ensure clarity.
  6. Determine and insert the start date of the blackout period in Item 5, coordinating with your current investment company.
  7. Insert the end date of the blackout period in Item 5 as well, indicating when participants can resume their rights.
  8. Complete Items 6 through 8 by checking yes or no where required and providing contact information for further inquiries.

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Related links

29 CFR 2520.101-3 - Notice of blackout periods under

1. This notice is to inform you that the [enter name of plan] will be [enter reasons for blackout period, as appropriate: changing investment options, changingRead more

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important-notice-blackout-period.pdf

This notice is to inform you that the [enter name of plan] will be [enter reasons for blackout period, as appropriate: changing investment options, changingRead more

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