---
title: "List points for a communication to a plan participant"
url: "https://ailawframework.com/practice/superannuation/draft-member-communications-with-ai/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A27-B6-5-US"
practice_area: "Superannuation"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List points for a communication to a plan participant

> List the plan clause and the summary-plan-description passage the lawyer marks for the communication. Do not write the communication.

Canonical page: https://ailawframework.com/practice/superannuation/draft-member-communications-with-ai/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Superannuation](https://ailawframework.com/practice/superannuation.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 | United States |
| Applies to | [Draft member communications with AI](https://ailawframework.com/practice/superannuation/draft-member-communications-with-ai.md) |

## Checking plan

- What the AI does: List the plan clause and the summary-plan-description passage the lawyer marks for the communication. Do not write the communication.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not send generated sentences to the participant.
- Do not state how a court resolves a conflict between the summary and the plan.

## Sources

- [29 U.S.C. § 1022, Summary plan description](https://www.law.cornell.edu/uscode/text/29/1022) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*