ERISA 404(a) Participant Disclosure Regulation Resource Center - 10

Newly Eligible Disclosure

Providing disclosure to newly eligible employees
Annual Disclosure Quarterly Disclosure Communicating Changes
You can order print or electronic education workbooks online via the secure employer login at principal.com. Once you are logged in: 1. Go to the Resources tab

« View sample education
workbook pages that include the new disclosure. NoTE: The new information in the workbook will take the place of the current ERISA 404(c) notice. All the information that was previously in the ERISA 404(c) notice is now included within the “ERISA 404 Retirement Plan and Investment Information” section of the workbook.

2. Select Promote Your Plan 3. Click on Enrollment Tools Or, contact a representative of The Principal to order workbooks.

» View this short video to see what your
participants will find in the ERISA 404 Retirement Plan and Investment Information section of the workbook. The same information included in the workbook is also available in a sample stand-alone format for you to review and use when complying with the required Annual Disclosure.

ERISA 404(a) participant disclosure regulation overview

1

Create a disclosure reference guide customized to your plan anniversary date

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ERISA 404(a) Participant Disclosure Regulation Resource Center

Table of Contents for the Digital Edition of ERISA 404(a) Participant Disclosure Regulation Resource Center