List points for a communication to a plan participant
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List the plan clause and the summary-plan-description passage the lawyer marks for the communication. Do not write the communication.
- What the lawyer must review
- Anything a participant receives is yours. A summary plan description must be written so the average participant can understand it and must be accurate and comprehensive enough to apprise participants of their rights and obligations (29 U.S.C. § 1022(a)). Opinion 512 forbids sending unchecked generated text. Do not say what a court does if the summary and the plan differ. That question was not opened.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.