ERISA provides detailed instructions about what must be included in a Summary Plan Description - basically all the information an employee needs to know about the Plan.

ERISA also provides employees the easily enforceable right to obtain a copy of the Plan and changes, as well as other Plan documents.

Since the date you request the plan is important, keep a copy of the request as well as a proof of the date (such as a certified receipt, or notation in a diary if you hand deliver the request.)

For a form letter for requesting a copy of a Summary Plan Description, see: How To Request A Copy Of The Summary Plan Description And Other Plan Documents.

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