DOCUMENTING

Pension

In the documentation phase the fiduciary formalizes the participant pension disclosure improvement process goals and objectives. The participant pension disclosure policy establishes a procedure to guide the continual participant pension disclosure improvement process. The policy helps plan sponsors and administrators ensure that the participants have the information, training and education they need to make an informed investment decision.

Health & Welfare

In the documentation phase the fiduciary formalizes the participant health and welfare disclosure improvement process goals and objectives. The participant health and welfare disclosure policy establishes a procedure to guide and continually improve the participant health and welfare disclosure process. The policy helps plan sponsors and administrators ensure that the participants have the information, training and education they need to make informed health and welfare decisions.