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Change in Personal Data - the Public Employees Benefits Agency

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The document is a form for members of the Public Employees Pension Plan (PEPP) to update their personal information, including changes in address, spousal relationship, name, and beneficiary designations. It outlines the necessary sections to complete, required documentation for each type of change, and provides contact information for further assistance.

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What are the ERISA notices required?

ERISA Notices Due Date: You need to furnish the SPD within 90 days of participants getting coverage or within 30 days of a participants written request. An updated SPD must be furnished every 5 years if changes are made to SPD information or the plan is amended (otherwise, it must be furnished every 10 years).

What is a disclosure of benefits?

Federal law requires private retirement plans to give certain information to all plan members so they can learn about the rules of their retirement plan, the benefits they have earned, and their rights and obligations under their plans. Documents and notices that include this information are called disclosures.

What is a 104 D notice?

This Notice furnishes summary plan information to participating employers and employee representatives of multiemployer plans, as required under section 104(d) of the Employee Retirement Income Security Act of 1974 (ERISA).

What are the timeliness requirements for ERISA?

Timing of ERISA 101(j) Notices ERISA Section 101(j) requires that plan administrators provide notice to plan participants and beneficiaries within 30 days after the date on which: The plan becomes subject to a limitation on unpredictable contingent event benefits under ERISA Section 206(g)(1) (IRC Section 436(b)).

Does ERISA have reporting requirements?

ERISA and the Code require each retirement plan to file Form 5500 by the end of the seventh month after the end of each plan year (extensions of time are available) unless the DOL and the IRS have granted an exemption to this requirement.

What are the ERISA disclosure requirements?

Participant disclosures that are required for ERISA plans include the Summary Plan Description (SPD), the Summary of Material Modifications (SMM), the Summary Annual Report (SAR) for funded plans with Form 5500 filing requirements, and the Summary of Benefits and Coverage (SBC) for plans that are also a group health

What are the benefits of a defined contribution plan?

Defined contribution plans come with valuable tax benefits. These may include pretax contributions that reduce an employees taxable incomeplus potential tax-write offs for the employer. Alternatively, plans can allow post-tax Roth contributions, which can give an employee tax-free income in retirement.

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Got questions?

What are the ERISA notices required?

What is a disclosure of benefits?

What is a 104 D notice?

What are the timeliness requirements for ERISA?

Does ERISA have reporting requirements?

People also ask

What are the ERISA disclosure requirements?

What are the benefits of a defined contribution plan?

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Get the up-to-date Change in Personal Data - the Public Employees Benefits Agency 2025 now

Here's how it works

How to quickly redact Change in Personal Data - the Public Employees Benefits Agency online

Complete this form in 5 minutes or less

Got questions?

What are the ERISA notices required?

What is a disclosure of benefits?

What is a 104 D notice?

What are the timeliness requirements for ERISA?

Does ERISA have reporting requirements?

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People also ask

What are the ERISA disclosure requirements?

What are the benefits of a defined contribution plan?

Related links

Try more PDF tools