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This document is a notice to inform participants of a qualified retirement plan or 403(b) about an upcoming blackout period during which they will be unable to direct or diversify their account investments or obtain distributions. It outlines important information regarding the reason for the blackout, the duration, and the steps participants need to take to prepare for this period.

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How to fill out notice of plan blackout

01

Obtain the notice of plan blackout form from your organization's benefits department or website.

02

Fill in the date range for the blackout period in the designated section.

03

Provide a brief description of the reasons for the blackout period.

04

Include any necessary details about the plans affected by the blackout.

05

Specify how participants will be notified about the blackout and any alternative options available.

06

Review the form for accuracy and completeness.

07

Submit the completed form to the appropriate department, ensuring it meets any required deadlines.

Who needs notice of plan blackout?

01

Employees who are participants in retirement or benefit plans during a blackout period need to be notified.

02

Plan administrators who are required to inform participants about any restrictions on their ability to make changes to their accounts.

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What is notice of plan blackout?

A notice of plan blackout is a required announcement from a plan sponsor to inform participants that they will not be able to purchase, sell, or otherwise transfer their plan investments for a specified period.

Who is required to file notice of plan blackout?

The plan sponsor or the fiduciary responsible for managing the retirement plan is required to file the notice of plan blackout.

How to fill out notice of plan blackout?

To fill out a notice of plan blackout, one needs to provide specific information including the dates of the blackout period, a description of the transactions affected, and instructions for participants regarding their rights during the blackout.

What is the purpose of notice of plan blackout?

The purpose of notice of plan blackout is to ensure that participants are aware of periods when they cannot access their retirement accounts and to help them protect their rights.

What information must be reported on notice of plan blackout?

The notice must report the start and end dates of the blackout period, a summary of the reasons for the blackout, and a description of the rights participants have during this time.

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