Table

If you're new in your role and just starting to figure out if you're compliant on your employee communications, particularly your SPDs and SMMs, this simple checklist can help:

Type of plan
(healtd & welfare, retirement)
Latest SPD year SMMs for all changes since last SPD?
(Y/N)
Need work?
Medical plan
(self-fund)
Health 2015 2017, 2019 Yes