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Private Pension Plans

The Labor Department’s Notice-and-Access Disclosure Rule: The Basics

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The Labor Department has issued a new rule for electronic delivery of plan disclosures to retirement plan participants, called “notice-and-access.”[1] The rule is effective July 27, 2020.[2]<

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The Labor Department’s new disclosure rule: What could it mean for you?

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The Labor Department issued a new rule, effective July 27, 2020, that describes a new form of electronic disclosure for retirement plan information called “notice-and-access.”  This new scheme of disclosure will put the burden of finding

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The Top 10 Worst Things about the Department of Labor’s New “Notice-and-Access” Rule for Retirement Plans

Publication

The US Department of Labor has adopted a new rule that will allow retirement plans to use an automatic “notice-and-access” disclosure system that will result in millions of workers and retirees no longer receiving critical information about th

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Disclosures you may receive from your retirement plan

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Retirement plan participants receive multiple communications from their plans. Some disclosures are sent automatically, such as each year, every quarter or when joining a plan. Other disclosures are sent when “triggering” events occur, such as termination of employment or divorce. Certain plan documents and reports are available upon request.

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Pension Rights Center Concerns about Proposed DOL Electronic Disclosure Rule

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This Is No Time to Deny Workers and Retirees Vital Information about their Retirement Plans

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Resources for Multiemployer Reform

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This is a critical time for retirement security. Thousands of retirees and workers in certain severely underfunded multiemployer plans – Cleveland Iron Workers Local 17, New York State Teamsters, Baltimore Ironworkers Local 16, and Teamsters Local 707 in New York, among them – have already lost a big share of their hard-earned pensions.

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Problems with ESOPs

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An employee stock ownership plan (ESOP) is a retirement plan in which investments are made primarily in the employer’s stock

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Employee Stock Ownership Plans: Are They Worth the Risks?

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In good financial times, Employee Stock Ownership Plans (ESOPs) have the appearance of being an excellent deal for employees, because ESOPs offer partial ownership over the company that employs them.

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Resources for Participants in Multiemployer Pension Plans in “Critical and Declining” Status

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The Multiemployer Pension Reform Act of 2014 (MPRA) allows severely underfunded multiemployer pension plans that are in “critical and declining” status to seek Treasury Department approval to cut pension benefits.

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Plans that have filed "critical and declining" status notices with the U.S. Department of Labor

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The Multiemployer Pension Reform Act of 2014 gives the trustees of underfunded multiemployer plans that meet the definition of being in “critical and declining” status almost unprecedented authority to cut retiree pension benefits.

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