Title 4 - Information to be given to prospective members, members and beneficiaries: Part II - Pension benefit statement and supplementary information (Articles 38-40)

Hans van Meerten

doi:10.4337/9781802200225.00027

Title 4 - Information to be given to prospective members, members and beneficiaries: Part II - Pension benefit statement and supplementary information (Articles 38-40)

Hans van Meerten^*

^*Corresponding author for this work

Research output: Chapter in Book/Report/Conference proceeding › Chapter › Academic › peer-review

Abstract

The IORP II Directive Articles 38-40 contain new provisions to enhance communication and the sharing of accurate information. This information should be provided to the members and beneficiaries of the IORP. This includes a standard format for the annual communication specific to the relevant pension arrangement, the “pension benefit statement”. This information must be accurate, updated, and made available to members free of charge at least once a year, either electronically or on paper. Any material changes to the information must be clearly indicated.

Original language	English
Title of host publication	EU Pensions Law
Subtitle of host publication	A Commentary and Practitioner’s Guide
Editors	Philip Bennett, Hans van Meerten
Publisher	Edward Elgar Publishing
Chapter	17
Pages	385-400
Number of pages	16
ISBN (Electronic)	9781802200225
ISBN (Print)	9781802200218
DOIs	https://doi.org/10.4337/9781802200225.00027
Publication status	Published - 5 Dec 2024

Bibliographical note

Publisher Copyright:
© 2024 Edward Elgar Publishing.

Keywords

Charging member for pension benefit statement
IORP II Article 38
IORP II Article 39
IORP II Article 40
Pension benefit statement

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10.4337/9781802200225.00027

Cite this

van Meerten, H. (2024). Title 4 - Information to be given to prospective members, members and beneficiaries: Part II - Pension benefit statement and supplementary information (Articles 38-40). In P. Bennett, & H. van Meerten (Eds.), EU Pensions Law: A Commentary and Practitioner’s Guide (pp. 385-400). Edward Elgar Publishing. https://doi.org/10.4337/9781802200225.00027

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abstract = "The IORP II Directive Articles 38-40 contain new provisions to enhance communication and the sharing of accurate information. This information should be provided to the members and beneficiaries of the IORP. This includes a standard format for the annual communication specific to the relevant pension arrangement, the “pension benefit statement”. This information must be accurate, updated, and made available to members free of charge at least once a year, either electronically or on paper. Any material changes to the information must be clearly indicated.",

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Title 4 - Information to be given to prospective members, members and beneficiaries: Part II - Pension benefit statement and supplementary information (Articles 38-40). / van Meerten, Hans.
EU Pensions Law: A Commentary and Practitioner’s Guide. ed. / Philip Bennett; Hans van Meerten. Edward Elgar Publishing, 2024. p. 385-400.

Research output: Chapter in Book/Report/Conference proceeding › Chapter › Academic › peer-review

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AB - The IORP II Directive Articles 38-40 contain new provisions to enhance communication and the sharing of accurate information. This information should be provided to the members and beneficiaries of the IORP. This includes a standard format for the annual communication specific to the relevant pension arrangement, the “pension benefit statement”. This information must be accurate, updated, and made available to members free of charge at least once a year, either electronically or on paper. Any material changes to the information must be clearly indicated.

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Title 4 - Information to be given to prospective members, members and beneficiaries: Part II - Pension benefit statement and supplementary information (Articles 38-40)

Abstract

Bibliographical note

Keywords

Access to Document

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