This 2024 Retiree Benefits Guide provides highlights of the City of Phoenix retiree health plans effective January 1, 2024. The Plan is a "governmental plan" under Code Section 414(d) and.In the event of death of a retiree (or designated beneficiary) under option "C". The Summary Plan Description (SPD) should include your plan's claims procedures. Usually, you fill out the required paperwork and submit it to the plan. Are you in the Phoenix area and in need of an ERISA Plan? Contact the experts at Fiduciary Wise for your ERISA Fiduciary plans! Generally, an ERISA plan participant can select just about anyone to be their beneficiary. Learn about the ERISA DOL and retirement plan audit services offered to businesses in Phoenix, Tucson, and across Arizona. Only complete this section if you are not receiving a lump sum distribution or rolling the account to another eligible retirement plan, IRA, or inherited IRA.