Anyone have an example of a One Page Summary to give to the EEs for an upcoming meeting? One page, not the SPD. Something to quickly outline the plans provisions... Vesting, cont formula, eligibility

Thanks!

How about bullet points of eligibility, contribution, vesting (oh, you just said that), tax savings, investment options.
Each of these will / should generate more discussion.

I was looking for something more like a shortend version of the SPD. Something to give to the EEs to quickly provide the basic provisions of the plan... I read about one somewhere, just can't put my finger on it. Almost like a SMM form.

E-mail me and I will provide you with a one page (double sided) document that I believe fits what you want.

You probably read about the Corbel prototype documents package. The SPD includes a two page quick questions and answers piece. I think Corbel's Web site is www.Corbel.com and you can contact them.

I have a one-pager that I could send to you. E-mail me: apillsbury@benstrat.com