We recommend reviewing your plan provisions and key documents each November to ensure your plan continues to align with your company’s goals and remains compliant for the upcoming year. This annual review helps identify any updates that may be needed before important amendment deadlines, such as November 15 for Safe Harbor or Automatic Enrollment changes.
This short video tutorial shows you where to find your plan’s governing details within our website including an overview of your plan’s main provisions, your detailed plan documents, and the notices Ubiquity generates on your behalf.
What You’ll Learn in This Video
In this video, you’ll see how to:
- Access the Plan Provisions page to view a summary of your plan’s key features, such as eligibility, contribution types, distributions, and vesting.
- Locate your official plan documents the Adoption Agreement and Summary Plan Description (SPD).
- Find your Plan Notices, which Ubiquity generates to communicate important plan disclosures and features.
Watch: How to Find Your Plan Provisions and Documents
Related Resources
For more information on which notices are provided by Ubiquity, see 401(k) Plan Notices: What You Need to Know.
Need Help?
For assistance, please contact us.