Georgia 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. [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Company Name] [Company Address] [City, State, ZIP] [Email Address] [Phone Number] [Attention: Pension Administrator] Subject: Request for Plan Description — Georgia Employee Pension Plan Dear Sir/Madam, I hope this letter finds you well. I am writing to request a detailed plan description for the employee pension plan offered by [Company Name], as required by federal regulations outlined in the Employee Retirement Income Security Act (ERICA). I am an employee of [Company Name] currently enrolled in the pension plan and would greatly appreciate receiving the plan description in compliance with the provisions set forth by ERICA Section 104(b)(4), which grants participants the right to obtain plan documents and information. In order to make informed decisions regarding my retirement planning, I kindly request the following information be included in the plan description: 1. General Plan Information: — Overview of the pension plan, including its purpose, eligibility requirements, and participation details. — The plan's effective date and any recent amendments made to the plan. 2. Contribution and Investment Information: — Details on employee and employer contribution amounts and the frequency of contributions. — Investment options available within the plan, including any limitations or restrictions. — Explanation of any matching or profit-sharing contributions made by the employer. 3. Vesting and Distribution Rules: — Explanation of the vesting schedule and requirements for participants to become vested in their pension benefits. — Description of the distribution options available upon retirement, including lump-sum payments, annuities, or other alternatives. — Any restrictions or penalties on early or late distributions. 4. Plan Administration and Governance: — Information on the plan's administrators, custodians, and trustees responsible for managing the pension plan. — An outline of the procedures for filing claims, including required forms and the timeline for claim resolution. — Description of the appeals process and participants' rights in case of denial or disputes. 5. Plan Funding and Financial Matters: — Explanation of the funding method employed by the pension plan (e.g., trust fund, insurance contract, or a combination). — Details on how the plan's assets are invested and managed. — Overview of any financial reporting requirements or disclosures. If there are any additional documents or information related to the pension plan, such as the summary plan description (SPD), summary of material modifications (SMM), or any other relevant materials, I kindly request those to be included as well. I understand that federal regulations require plan documents to be furnished within 30 days of a written request. Thus, I kindly ask that you provide the requested plan description and any accompanying materials within the specified timeframe. Thank you for your attention to this matter. Your prompt response and cooperation are greatly appreciated. Should you require any further information or clarification, please do not hesitate to contact me using the provided contact details. I look forward to receiving the plan description and related documents, enabling me to better understand and plan for my future retirement. Your assistance in this matter is invaluable. Sincerely, [Your Name]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Company Name] [Company Address] [City, State, ZIP] [Email Address] [Phone Number] [Attention: Pension Administrator] Subject: Request for Plan Description — Georgia Employee Pension Plan Dear Sir/Madam, I hope this letter finds you well. I am writing to request a detailed plan description for the employee pension plan offered by [Company Name], as required by federal regulations outlined in the Employee Retirement Income Security Act (ERICA). I am an employee of [Company Name] currently enrolled in the pension plan and would greatly appreciate receiving the plan description in compliance with the provisions set forth by ERICA Section 104(b)(4), which grants participants the right to obtain plan documents and information. In order to make informed decisions regarding my retirement planning, I kindly request the following information be included in the plan description: 1. General Plan Information: — Overview of the pension plan, including its purpose, eligibility requirements, and participation details. — The plan's effective date and any recent amendments made to the plan. 2. Contribution and Investment Information: — Details on employee and employer contribution amounts and the frequency of contributions. — Investment options available within the plan, including any limitations or restrictions. — Explanation of any matching or profit-sharing contributions made by the employer. 3. Vesting and Distribution Rules: — Explanation of the vesting schedule and requirements for participants to become vested in their pension benefits. — Description of the distribution options available upon retirement, including lump-sum payments, annuities, or other alternatives. — Any restrictions or penalties on early or late distributions. 4. Plan Administration and Governance: — Information on the plan's administrators, custodians, and trustees responsible for managing the pension plan. — An outline of the procedures for filing claims, including required forms and the timeline for claim resolution. — Description of the appeals process and participants' rights in case of denial or disputes. 5. Plan Funding and Financial Matters: — Explanation of the funding method employed by the pension plan (e.g., trust fund, insurance contract, or a combination). — Details on how the plan's assets are invested and managed. — Overview of any financial reporting requirements or disclosures. If there are any additional documents or information related to the pension plan, such as the summary plan description (SPD), summary of material modifications (SMM), or any other relevant materials, I kindly request those to be included as well. I understand that federal regulations require plan documents to be furnished within 30 days of a written request. Thus, I kindly ask that you provide the requested plan description and any accompanying materials within the specified timeframe. Thank you for your attention to this matter. Your prompt response and cooperation are greatly appreciated. Should you require any further information or clarification, please do not hesitate to contact me using the provided contact details. I look forward to receiving the plan description and related documents, enabling me to better understand and plan for my future retirement. Your assistance in this matter is invaluable. Sincerely, [Your Name]