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PLUMBERS AND PIPETTES NATIONAL PENSION PLAN PENSION BENEFIT APPLICATION Guidebook #95 (rev 11/2015)Information about the Plan, the Summary Plan Description, and the current Summary of Material Modifications

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How to fill out summary of material modifications

01

Step 1: Start by providing the name and contact information of the company making the material modifications.

02

Step 2: Clearly state the effective date of the changes.

03

Step 3: Describe the nature of the modifications in detail, including any specific sections or provisions that are being changed.

04

Step 4: Clearly indicate whether the modifications apply to all participants or only a specific group.

05

Step 5: If applicable, include any restrictions, conditions, or limitations associated with the modifications.

06

Step 6: Provide instructions on how participants can obtain additional information or clarification regarding the modifications.

07

Step 7: Include a statement encouraging participants to review the summary and contact the company with any questions or concerns.

08

Step 8: Sign and date the summary to indicate when it was prepared.

09

Step 9: Distribute the summary to all affected participants in a timely manner, ensuring that they receive it before the effective date of the modifications.

Who needs summary of material modifications?

01

Employers or plan administrators who have made material modifications to an employee benefit plan.

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What is summary of material modifications?

Summary of material modifications is a document that includes changes made to a retirement plan that may affect plan participants.

Who is required to file summary of material modifications?

Employers or plan administrators are required to file summary of material modifications.

How to fill out summary of material modifications?

Summary of material modifications can be filled out by providing details of the changes made to the retirement plan and ensuring that all required information is included.

What is the purpose of summary of material modifications?

The purpose of summary of material modifications is to notify plan participants of any changes made to the retirement plan that may impact their benefits or rights.

What information must be reported on summary of material modifications?

Information such as the nature of the changes, effective date, and how participants can obtain more information should be reported on summary of material modifications.

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