Plan start-up announcement

If your company is starting a retirement plan for the first time, you can use a plan start-up announcement to introduce the plan to your employees. The announcement:

  • Lists the investment options available in the plan
  • Explains some of the plan benefits
  • Encourages employees to attend an enrollment meeting


This announcement is not required. However, keep in mind that you might have to give employees advance notice if the plan offers certain features, such as automatic enrollment, QDIAs or ADP/ACP safe harbor status.

For more information, see our sample plan start-up announcement or contact your Retirement Plan Coordinator.

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