ERISA plans must prepare summary plan descriptions (SPDs) in accordance with specific Department of Labor regulations. These regulations have been amended from time to time and, therefore, SPDs should be regularly reviewed and checked for compliance against the most recent DOL regulations. This checklist is intended to provide a general guide for information that must be included in a complete ERISA Welfare Plan SPD.

Consult the checklist, provided by TIG Advisors, to learn more.