DOL Issues Guidance on PPA Periodic Benefit Statements

December 21, 2006 – The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued Field Assistance Bulletin 2006-3 setting forth requirements that apply to the furnishing of periodic benefit statements to retirement plan participants and beneficiaries. These benefit statements are mandated by the Pension Protection Act of 2006 (PPA).

FAB 2006-3 may be accessed as follows.