Brief Case

29 C.F.R. § 2520.102-4

Option for different summary plan descriptions.
CFR 2001 annual edition (revised as of 2001-07-01) · superseded Jul 1, 2002 · last amended by 42 FR 37182, July 19, 1977
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The earliest stored text of this section is effective Jul 1, 1997. Showing that version.
In some cases an employee benefit plan may provide different benefits for various classes of participants and beneficiaries. For example, a plan amendment altering benefits may apply to only those participants who are employees of an employer when the amendment is adopted and to employees who later become participants, but not to participants who no longer are employees when the amendment is adopted. (See § 2520.104b-4). Similarly, a plan may provide for different benefits for participants employed at different plants of the employer, or for different classes of participants in the same plant. In such cases the plan administrator may fulfill the requirement to furnish a summary plan description to participants covered under the plan and beneficiaries receiving benefits under the plan by furnishing to each member of each class of participants and beneficiaries a copy of a summary plan description appropriate to that class. Each summary plan description so prepared shall follow the style and format prescribed in § 2520.102-2, and shall contain all information which is required to be contained in the summary plan description under § 2520.102-3. It may omit information which is not applicable to the class of participants or beneficiaries to which it is furnished. It should also clearly identify on the first page of the text the class of participants and beneficiaries for which it has been prepared and the plan's coverage of other classes. If the classes which the employee benefit plan covers are too numerous to be listed adequately on the first page of the text of the summary plan description, they may be listed elsewhere in the text so long as the first page of the text contains a reference to the page or pages in the text which contain this information. If the plan administrator elects to prepare more than one summary plan description, each such summary plan description shall be filed with the Secretary in the manner provided in § 2520.104a-3(b).
Source credit, amendments & notes

[42 FR 37182, July 19, 1977]

29 C.F.R. § 2520.102-4 — Option for different summary plan descriptions. · CFR 2001 annual edition (revised as of 2001-07-01) · https://pensionresource.website/EAMain?content=EAMain.Law&id=cfr29-2520.102-4&asof=1995-01-04 · printed Oct 16, 2026
Implements
ERISA § 102 (29 U.S.C. § 1022) Summary plan description
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Each row is a version of the text as published by the official source. Code dates are the edition/release point that first reflected the change; regulation dates are eCFR effective dates. The library checks the official sources automatically, so new versions appear here on their own; “run” opens the sync that recorded a version.

EffectiveThroughSourceAmended by
Jul 1, 1997Jun 30, 2002CFR 2001 annual edition (revised as of 2001-07-01) run 12742 FR 37182, July 19, 1977View
Jul 1, 2002currenteCFR amendment effective 2017-01-01 run 267 FR 775, Jan. 7, 2002View · Redline (sign in)
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