TN 3 (03-20)
RM 03258.018 Request for General Information about ERISA (4406)
When general information about ERISA is requested, refer inquiries as follows:
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TYPE OF INQUIRY
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REFER INQUIRER TO
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Request for Information About the ERISA Laws
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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://askebsa.dol 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/agencies/ebsa/about-ebsa/our-activities/resource-center/publication for more information.
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Request to See Copy of Pension Plan Description, Annual Reports, or Other Documents
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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.efast.dol.gov/portal/app/disseminate?execution=elsl/ 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.
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Request For Information About Tax Provisions Affecting Pensions
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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.”
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Request For Information About Pension Plan Insurance Provisions
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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.
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Request For Other Information About a Specific Pension Plan
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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.
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