South Carolina REPORTING AND DISCLOSURE REQUIREMENTS UNDER ERISA
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§ 41-35-120(2)(b). ?Substandard performance due to inefficiency, inability, or incapacity,? is "a claimant's failure to perform to the satisfaction of the employer where such failure was beyond the claimant's control, had no harmful intent or was a good faith error in judgment or discretion." S.C.
Form 5500 is a required annual disclosure filing for every ERISA-governed pension plan, welfare plan, and direct filing entity.
"Charitable gift annuity" means a transfer of cash or other property by a donor to a charitable organization in return for an annuity payable over one or two lives, under which the actuarial value of the annuity is less than the value of the cash or other property transferred and the difference in value constitutes a
ERISA requires a formal written plan document, a summary plan description (SPD), and a summary of benefits & coverage (SBC). Each of these requirements is discussed in more detail below. A formal plan document is required for every ERISA plan.
Federal law (ERISA) requires that employers provide certain documents relating to their employee benefit plans to the people who are covered by the plans.
For most plans, your employer must give you plan disclosure documents explaining eligibility, contributions, vesting and other plan provisions. Employers (for example, those with 401(k) plans) are generally required to provide you a Summary Plan Description (SPD) within 90 days of when you become a plan participant.
Ongoing ERISA Requirements Adherence to Plan Document: Ensure the plan management continuously adheres to the plan document's terms.Annual Participant Fee Disclosure: All plan-eligible employees, terminated employees, and beneficiaries with an account balance must receive a participant fee disclosure every 12 months.
