There is a litany of disclosures and notices that 401(k) plan administrators must provide to plan participants. This session will provide an overview of these required disclosures and notices, including recent changes in the law affecting them. We will cover the timing on when, and how, the disclosures and notices must be provided, as well as the consequences for failing to timely provide the disclosures and notices.

About the Speaker

Robert Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association
Robert Richter joined the American Retirement Association (ARA) as Retirement Education Counsel in January of 2019, where he’s primarily responsible for maintaining the ERISA Outline Book and assisting with ARA educational programs. Robert was previously a vice president with FIS (previously SunGard and Corbel) where he managed the consulting department and was responsible for authoring and supporting FIS retirement plan documents. Robert served as President of the American Retirement Association in 2017 and in 2012 (ASPPA). Robert is a Fellow in the American College of Employee Benefit Counsel and is a member of The Florida Bar. Robert received a B.S., with a major in Finance, from the University of Florida, a J.D. from Florida State University, and an LL.M. in taxation from the University of Florida.

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