Form 14035 - Pilot Questionnaire For Governmental Plans Initiative Page 20
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24Pilot Questionnaire for Governmental Plans Initiative
PART 5 - PLAN COMMUNICATIONS
This section requests information concerning how participants learn about their retirement
benefits and what information is provided to them concerning those benefits.
40. How are Plan provisions communicated to participants? (check all that apply)
Plan Document
Summary of Plan Provisions
Member Handbook
Website
Newsletters
Group Meetings
Other
(please specify):
41. When are Plan provisions communicated to participants? (check all that apply)
When hired
Annually
At first eligibility for retirement
At retirement
When the Plan is amended
Other
(please specify):
42. Describe additional information provided to participants to communicate Plan terms or information related
to plan administration.
43. Is the communication described in question 41 above provided to Plan participants who are not active or
eligible employees (e.g., retirees, surviving spouses)?
Yes
No
If "Yes," how is this information provided?
14035
Form
(Rev. 02-2009)
Catalog Number 52098A
Page 20
Department of the Treasury - Internal Revenue Service
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