RM 03258.018 Request for General Information about ERISA (4406)
When general information about ERISA is requested, refer inquiries as follows:
TYPE OF INQUIRY
REFER INQUIRER TO
Request for Information About the ERISA Laws
|Department of Labor (DOL)|
Employee Benefits Security Administration, Division of Technical Assistance and Inquiries, Suite 400
200 Constitution Avenue
Washington, D.C. 20210
Contact DOL on the internet at http://www.DOL.gov/EBSA or call them at 1-866-444-3272 (or TTY 1-877-889-5627) for the deaf or hard of hearing.
NOTE: Currently, DOL has several public information publications that may be requested. See http://www.dol.gov/ebsa/consumer_info_pension.html for more information.
Request to See Copy of Pension Plan Description, Annual Reports, or Other Documents
The plan administrator or, if appropriate, to the local district or regional office of the Department of Labor's Employee Benefits Security Administration. See www.dol.gov/ebsa/aboutebsa/ for a listing of these offices.
NOTE: DOL district and regional offices maintain copies of pension plan documents on file for public inspection and copies can be requested from these offices.
Request For Information About Tax Provisions Affecting Pensions
Internal Revenue Service (IRS).
NOTE: For general information, the inquirer may call IRS's Forms/Tax Information at 1-800-829-3676 and request Publication 575 “Pension and Annuity Income” or Publication 571 “Tax Sheltered Annuity Plans for Employees of Public Schools and Certain Tax-Exempt Organizations.”
Request For Information About Pension Plan Insurance Provisions
|Pension Benefit Guaranty Corporation|
Branch of Coverage and Inquiries (541)
1200 K Street, NW
Washington, D.C. 20005-4026
Contact PBGC on the internet at http://www.pbgc.gov or call them at 1-800-400-7242.
Request For Other Information About a Specific Pension Plan
Pension Plan Administrator
NOTE: The pension plan administrator is identified in the summary plan description provided to each plan participant or can be identified by the employer.