Florida Sample Letter to company Pension Administrator regarding Request for Plan Description

• Category: Letters - Legal - Discovery
• State: Multi-State
• Control #: US-0478LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. Subject: Request for Plan Description — Florida Pension Plan [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Company Name] [Company Address] [City, State, ZIP] Dear Pension Administrator, I hope this letter finds you in good health and high spirits. I am writing to you as a valued participant of the Florida Pension Plan, seeking a detailed description of the plan specifications as required under the Employee Retirement Income Security Act (ERICA). I understand the importance of being well-informed about the pension benefits provided by my employer, and it is my sincere intention to gain a comprehensive understanding of the Florida Pension Plan. To ensure transparency and to meet the disclosure requirements mandated for retirement plans, I kindly request you to provide me with the following plan description materials: 1. Summary Plan Description (SPD): This document should provide a clear and detailed overview of the Florida Pension Plan. It should include information about eligibility criteria, vesting requirements, plan contribution amounts, the funding method, and detailed explanations of various plan features and benefit formulas. Additionally, I would appreciate any information regarding the allocation of investment options and their characteristics. 2. Summary of Material Modifications (SMM): If any significant changes have been made to the Florida Pension Plan, I kindly request the most recent SMM document(s) detailing such amendments. This will help me stay informed about the plan's various modifications and how they may impact my retirement benefits. 3. Qualified Default Investment Alternative (QIA) Notice: If the Florida Pension Plan designates a QIA, please provide the relevant notice that discloses investment information related to the default investment options. This will enable me to make informed choices in managing my investments within the plan. 4. Fee Disclosure: To ensure transparency, I kindly request a detailed breakdown of all fees associated with the Florida Pension Plan, including administrative fees, investment management fees, and any other charges levied on participants. 5. Summary Annual Report (SAR): Requesting the most recent SAR will enable me to review the financial health and compliance status of the Florida Pension Plan. I kindly request that the aforementioned materials be provided to me within 30 days of receiving this letter, as stipulated by ERICA regulations. Should you require any additional information or documentation to proceed with my request, please do not hesitate to contact me via the provided contact details. I appreciate your prompt attention to this matter and look forward to receiving the requested plan description materials. Thank you for your cooperation. Sincerely, [Your Name]

Subject: Request for Plan Description — Florida Pension Plan [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Company Name] [Company Address] [City, State, ZIP] Dear Pension Administrator, I hope this letter finds you in good health and high spirits. I am writing to you as a valued participant of the Florida Pension Plan, seeking a detailed description of the plan specifications as required under the Employee Retirement Income Security Act (ERICA). I understand the importance of being well-informed about the pension benefits provided by my employer, and it is my sincere intention to gain a comprehensive understanding of the Florida Pension Plan. To ensure transparency and to meet the disclosure requirements mandated for retirement plans, I kindly request you to provide me with the following plan description materials: 1. Summary Plan Description (SPD): This document should provide a clear and detailed overview of the Florida Pension Plan. It should include information about eligibility criteria, vesting requirements, plan contribution amounts, the funding method, and detailed explanations of various plan features and benefit formulas. Additionally, I would appreciate any information regarding the allocation of investment options and their characteristics. 2. Summary of Material Modifications (SMM): If any significant changes have been made to the Florida Pension Plan, I kindly request the most recent SMM document(s) detailing such amendments. This will help me stay informed about the plan's various modifications and how they may impact my retirement benefits. 3. Qualified Default Investment Alternative (QIA) Notice: If the Florida Pension Plan designates a QIA, please provide the relevant notice that discloses investment information related to the default investment options. This will enable me to make informed choices in managing my investments within the plan. 4. Fee Disclosure: To ensure transparency, I kindly request a detailed breakdown of all fees associated with the Florida Pension Plan, including administrative fees, investment management fees, and any other charges levied on participants. 5. Summary Annual Report (SAR): Requesting the most recent SAR will enable me to review the financial health and compliance status of the Florida Pension Plan. I kindly request that the aforementioned materials be provided to me within 30 days of receiving this letter, as stipulated by ERICA regulations. Should you require any additional information or documentation to proceed with my request, please do not hesitate to contact me via the provided contact details. I appreciate your prompt attention to this matter and look forward to receiving the requested plan description materials. Thank you for your cooperation. Sincerely, [Your Name]