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SUMMARY PLAN DESCRIPTION AMBERTON UNIVERSITY

SUMMARY PLAN DESCRIPTION AMBERTON UNIVERSITY 2025

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The document is a summary plan description for the Amberton University Pension Plan and Trust, effective June 1, 2009. It outlines the plan's administration, participation eligibility, service rules, contributions, benefits upon retirement, disability, death, and termination of employment. It also details the determination of vested interest, investment of accounts, tax withholding on benefits, claims procedures for benefits, non-alienation of benefits, and rights under ERISA. The document serves to inform participants about their rights and the features of the pension plan.

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Who should receive a summary plan description for a 401k?

The SPD is a legal document required by ERISA that explains but does not sell the plan. b. Essentially, the SPD must clearly explain eligibility for the plans benefits and describe how to apply for benefits. It must also describe the plans appeal procedures if the participant is denied benefits.

Where is the summary plan description Fidelity?

The Summary Plan Description for your 401(k) account can be found on NetBenefits.com by following these steps once youre logged in: Expand Quick links next to the applicable workplace account. Select Plan Information and Documents Scroll down to view the Summary Plan Description (SPD)

What is a description summary plan?

The summary plan description is an important document that tells participants what the plan provides and how it operates. It provides information on when an employee can begin to participate in the plan and how to file a claim for benefits.

Do pension plans have summary plan descriptions?

A 403(b) plan (tax-sheltered annuity plan or TSA) is a retirement plan offered by public schools and certain charities. Its similar to a 401(k) plan maintained by a for-profit entity. Just as with a 401(k) plan, a 403(b) plan lets employees defer some of their salary into individual accounts.

Where do I find my summary plan description?

The Employee Retirement Income Security Act (ERISA) requires plan administrators to give to participants and beneficiaries a Summary Plan Description (SPD) describing their rights, benefits, and responsibilities under the plan in understandable language. The SPD includes such information as: Name and type of plan.