Legislative Requirements

ERISA Reports

Summary of Material Modification for EGTRRA Amendments (doc)

Summary Annual Reports (pdf)

401(a) Retirement Plan Summary Plan Description (pdf)

403(b) Plan Summary Plan Description University of Dayton Tax Deferred Annuity Plan

• Adoption Agreement (pdf)
• Summary Plan Description (doc)
• Summary of Material Modification (pdf)

403(b) Plan Summary Plan Description University of Dayton Inactive Defined Contribution Plan

• Adoption Agreement (pdf)
• Summary Plan Description (doc)
• Summary of Material Modification (pdf)

HIPPA Policy

HIPPA Privacy Rules (pdf)